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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.

Michael Mohr Headshot

Michael Mohr, CFP®

Partner, Wealth Manager

Katarina Bondoc Headshot

Katarina Bondoc

Chief Operating Officer

Michael Muniz Headshot

Michael Muniz

Partner, Wealth Manager

Jennifer Pullman Headshot

Jennifer Pullman

Client Service Manager to Michael Muniz

Timothy Riis Headshot

Timothy Riis, MBA

Partner, Wealth Manager

Kimberly Gern Headshot

   Kimberly Gern

Client Service Manager to Tim Riis


 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 Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Peter Kaplan

SVP, Insurance Solutions

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Steve Kolano, CFA

Chief Investment Officer

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

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Derek Chesley

Case Design

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

CASL conferred by The American College.

CRPC conferred by College for Financial Planning.

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