OUR TEAM

Our San Diego wealth advisors, investment consultants, and retirement investment team of thought leaders bring over 75 years of industry experience and a commitment to customer service. We take the time to work with our clients to help them pursue their financial goals so they can focus their valuable time on family, career aspirations and retirement.

Michael Mohr, CFP®

Financial Advisor

Katarina Bondoc

Chief Operating Officer

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Michael Muniz

Financial Advisor

Jennifer Pullman

Client Service Manager to Michael Muniz

Timothy Riis, MBA

Financial Advisor

   Kimberly Gern

Client Service Manager to Tim Riis

THE INTEGRATED FINANCIAL PARTNERS TEAM

 Integrated Financial Partners is an independent, financial planning and wealth management firm and functions as our operational support team. This relationship enables us to innovate as the industry changes and provide a boutique client experience while effectively serving your needs.

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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Gregory Freeman

Advanced Planning Specialist

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Rob Brown, PhD, CFA

Chief Investment Officer

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Derek Chesley

Case Design

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

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John C. Pastore, Jr., CRPC®

Senior Vice President