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Confidently Pursue Your Financial Goals with a Financial Planner

Managing your finances can be a stressful, time-consuming process. Many decisions need to be made and you have to manage complicated issues such as investment strategies, taxes, and retirement planning. A financial planner can help you organize your finances and determine how to position your savings and investment to prepare you for retirement. Hiring a financial planner can help improve the quality of your financial decisions so you can work towards your financial goals as efficiently as possible.

When you work with a financial planner you will work together to define your financial goals. This will help you determine how much money you will need and how you plan to use it. After the goals have been developed you will work together to create a plan of action with steps that will need to be taken in order to work towards those goals.

Along with creating a plan to pursue your financial goals, a financial planner can also offer investment advice. It can range for general recommendations on what asset allocation model should be followed, to detailed recommendations on what investments to buy or sell.

At Mohr Financial Group, our team of financial planners will work with you to develop an actionable plan for your financial goals.

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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. 

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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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