OUR TEAM
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.
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Michael Mohr, CFP®
Partner, Wealth Manager
Katarina Bondoc
Chief Operating Officer
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Michael Muniz
Partner, Wealth Manager
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Jennifer Pullman
Client Service Manager to Michael Muniz
Timothy Riis, MBA
Partner, Wealth Manager
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Kimberly Gern
Client Service Manager to Tim Riis
THE INTEGRATED FINANCIALÂ 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.
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Peter Kaplan
Executive Vice President, Planning and Insurance Solutions
Gregory Freeman
Advanced Planning Specialist
Steve Kolano, CFA
Chief Investment Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
Derek Chesley
Case Design
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
John C. Pastore, Jr., CRPC®
Senior Vice President
CASL conferred by The American College.
CRPC conferred by College for Financial Planning.