OUR TEAM

Jim Mohr, CLU®, ChFC®

Financial Advisor

Timothy Riis, MBA

Financial Advisor

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Michael Muniz

Financial Advisor

Katarina Bondoc

Operations Manager & Executive Assistant

Michael Mohr, CFP®

Financial Advisor

Lori Mohr

Office Manager

Leticia Lawton

Personal 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.

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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, 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

 

 

 

Our San Diego wealth and business advisors 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.

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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

Contact

Mohr Financial Group

Office: 858.755.3838

Fax: 858.794.9770

12555 High Bluff Drive, Suite 205

San Diego, CA 92130

info@mohrgroup.com

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