WHO WE WORK WITH

OUR FIRM HAS A SINGULAR FOCUS - OUR CLIENTS' WELL-BEING.

High Net Worth Individuals and Families

High Net Worth individuals and families require a different level of attention, and sometimes that means extremely complex financial considerations. Our San Diego wealth management and retirement planning advisors   will guide you through all market conditions, offering valuable counsel and insight every step of the way.


Business Owners
What’s next for your business? Planning ahead can be complicated. Our goal is to help owners identify opportunities and risks well in advance so that you can get the most out of your business now, and when it is time to pass the torch.


Retirees

Retirement means something different for everyone – lets  our San Diego wealth management and retirement planning advisors help you define yours, and confidently pursue it.


Pre-retirees

It’s never too early to plan for retirement, and to design what it looks like for you and your family. Let our experienced  San Diego wealth management team provide their perspective.

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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