INDEPENDENT ADVICE, CREATIVE
APPROACH, CUSTOMIZED PLANNING
WORKING WITH CLIENTS

 

 

 

 

 

Established in 1984, the Mohr Financial Group is an independent San Diego financial planning and advisory firm specializing in planning for individuals, families and business owners. Working as a fiduciary and business consultant to our clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.

 

 When you partner with us, you work with a team of tenured and credentialed San Diego financial planning professionals to construct, implement and maintain your personally designed financial plan. We take the time to listen to you to determine what you truly desire, and implement a course of action to pursue those desires utilizing consistent practices founded upon research, knowledge and experience.

Sign up for our Weekly Newsletter

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

  • Grey Facebook Icon
  • Grey LinkedIn Icon
  • Grey Twitter Icon