Trust & credentials
The standard behind the advice.
Letters after a name matter only when they are matched by clear responsibility, sound judgment, and a planning process you can understand.
This page separates credentials verified for Integrative Planning’s team from other designations you may encounter when evaluating financial professionals.
Verified at Integrative Planning
Trust should be visible, not implied.
CFP® professionals on the planning team
Nick Lavella and Andrew Gibson are CERTIFIED FINANCIAL PLANNER™ professionals who have met CFP Board’s education, examination, experience, and ethical requirements.
A fiduciary advisory relationship
We put your interests first when providing investment advice, explain how we are paid, and disclose material conflicts clearly.
Independent asset custody
Client accounts are custodied with Charles Schwab, with ownership and account visibility remaining with the client.
Public regulatory documents
The firm’s disclosures, Form ADV Part 2A, Form CRS, and privacy policy are available directly on this site.
Credential guide
Know what the letters mean.
Inclusion here explains a designation; it does not claim that every designation is held by an Integrative Planning team member.
CFP®CERTIFIED FINANCIAL PLANNER™
A comprehensive planning designation requiring education, examination, experience, ethics, and continuing education. CFP® professionals commit to fiduciary duties when providing financial advice.
CFA®Chartered Financial Analyst®
An investment-focused designation centered on portfolio management, securities analysis, financial reporting, economics, and professional ethics.
CLU®Chartered Life Underwriter®
A designation focused on life insurance, risk management, estate considerations, and the use of insurance within a broader financial plan.
FPQP®Financial Paraplanner Qualified Professional™
A professional designation covering the foundations of financial planning and the technical support required to prepare and maintain client plans.
IACCP®Investment Adviser Certified Compliance Professional®
A compliance designation focused on the regulatory responsibilities, controls, testing, and ethical practices of investment advisory firms.
Verify the relationship