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.


Jim Mohr, CLU®, ChFC®

Financial Advisor

Timothy Riis, MBA

Financial Advisor

Michael Mohr, CFP®

Financial Advisor

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Michael Muniz

Financial Advisor

Katarina Bondoc

Operations Manager & Executive Assistant


 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.


Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training


John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer


Gregory Freeman

Advanced Planning Specialist


Rob Brown, PhD, CFA

Chief Investment Officer


William Beaudoin, CFS, CBEC

Vice President of Case Design


Derek Chesley

Case Design


Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer


Richard E. Austin, JD, LLM, CIMA®

Executive Director


John C. Pastore, Jr., CRPC®

Senior Vice President

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Check the background of your financial professional on FINRA's BrokerCheck.

The Wealth Advisors of the Mohr Financial Group are also Registered Representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through the Mohr Financial Group, a registered investment advisor.  Mohr Financial Group and Integrated Financial Partners are separate entities from LPL Financial. 

LPL Financial, Mohr Financial Group and Integrated Financial Partners do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.


We are licensed to transact business in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wyoming

Jim Mohr: California Insurance License #O678949
Michael Mohr: California Insurance License #OJ20351
Tim Riis: California Insurance License #OB23241
Michael Muniz: California Insurance License #OK34719
Jeff Mortenson: California Insurance License #O818655

Click on the links for a copy of the Firm ADV and Client Relationship Summary.


Mohr Financial Group

Office: 858.298.2312

Fax: 858.794.9770

12555 High Bluff Drive, Suite 205

San Diego, CA 92130


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