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Kara Morison

Client Experience Coordinator

Kara Morison

Kara

Kara Morison is the Client Experience Coordinator at Integrity Wealth Advisors. She helps bring people together through planning client events, building community partnerships, and supporting the firm’s marketing and communications.

With experience in both the nonprofit and real estate sectors, Kara brings a strong background in events, marketing, and client engagement to her role. She uses this expertise to create a thoughtful and welcoming client experience at IWA.

A Southern California native, Kara enjoys antique shopping and traveling with her fiancé, Kevin.

What does wealth mean to you?

To me, wealth means having the financial independence to live life with freedom, confidence and purpose. It means having the resources to take care of yourself and your loved ones, pursue passions, give back to your community, and feel confident about the future. True wealth allows for peace of mind and the space to create a life of purpose, balance and joy.

What inspires you about your work?

I love being part of a team that helps people feel empowered and informed about their financial journey. It’s incredibly rewarding to contribute to experiences that bring clarity, connection and value to your clients.

What’s a fun fact about you?

I’m a proud nerd who spends weekends driving into fantasy novels, board games and Dungeon & Dragons campaigns. Give me dice, a dramatic plot twist, and a snack, and I’m in my happy place.
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We are a local independent financial planning and investment management firm, focused on one goal – helping you make wise financial decisions.
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Ventura, CA 93001
Phone: (805) 339-0760
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Phone: (805) 646-3729
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Integrity Wealth Advisors is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Integrity Wealth Advisors and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Integrity Wealth Advisors unless a client service agreement is in place.
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