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®
Timothy Riis, MBA
Michael Mohr, CFP®
Operations Manager & Executive Assistant
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.
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
Advanced Planning Specialist
Rob Brown, PhD, CFA
Chief Investment Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Richard E. Austin, JD, LLM, CIMA®
John C. Pastore, Jr., CRPC®
Senior Vice President