Mohr Financial Group

Mohr Financial Group The Wealth Advisors of the Mohr Financial Group are also Registered Representatives with and securities offered through LPL Financial, member FINRA/SIPC.

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. www.finra.org www.sipc.org. 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 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

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Jim Mohr: California Insurance License
Michael Mohr: California Insurance License
Tim Riis: California Insurance License
Michael Muniz: California Insurance License
Jeff Mortenson: California Insurance License

With a regular chiropractic care routine, you can improve wellness and mobility and increase your overall quality of lif...
08/01/2022

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Our team of advisors can work with you to ensure your assets are allocated in the right places, and they will be diversi...
06/27/2022

Our team of advisors can work with you to ensure your assets are allocated in the right places, and they will be diversified by income needs, tax strategies, and asset classes. https://buff.ly/3bENl1a

Finances can be incredibly complex when you own your own business. We’re here to help with unbiased financial planning t...
06/20/2022

Finances can be incredibly complex when you own your own business. We’re here to help with unbiased financial planning that can ensure all of your needs are covered. Contact us today to learn more. https://buff.ly/3B3bjOI

We offer a selection of options to ensure you are financially stable when the time for retirement comes. Learn more at: ...
06/13/2022

We offer a selection of options to ensure you are financially stable when the time for retirement comes. Learn more at: https://buff.ly/3bENl1a

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06/13/2022

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Your financial well-being is incredibly important, that's why Mohr Financial Group is happy to give you a no-obligation,...
06/09/2022

Your financial well-being is incredibly important, that's why Mohr Financial Group is happy to give you a no-obligation, second opinion on your financial affairs. https://buff.ly/3B3bjOI

Whether you need help filing quarterly taxes for your business or organizing your tax records, our team can help analyze...
06/06/2022

Whether you need help filing quarterly taxes for your business or organizing your tax records, our team can help analyze your finances to save you money in the long run. We’ll explain any complicated tax nuances so you can feel confident going forward. https://buff.ly/3bENl1a

Our team of advisors can work with you to ensure your assets are allocated in the right places and that they will be div...
05/30/2022

Our team of advisors can work with you to ensure your assets are allocated in the right places and that they will be diversified by income needs, tax strategies, and asset classes. https://buff.ly/3bENl1a

Being healthy - not just physically but also mentally and financially - is important. It's common practice to get a seco...
05/23/2022

Being healthy - not just physically but also mentally and financially - is important. It's common practice to get a second opinion from doctors, so why shouldn't it be with financial advisors? Get an unbiased review of your finances, as well as a straightforward report that breaks down your progress. https://buff.ly/3B3bjOI

Insurance is not just a means of protection, but an integral part of any comprehensive financial plan. It also helps sav...
05/16/2022

Insurance is not just a means of protection, but an integral part of any comprehensive financial plan. It also helps savvy businesses to secure funding devices that can be utilized for tax-advantaged growth! Discover which insurance strategy is right for you with Mohr Financial Group. https://buff.ly/3wBsZOm

Life is full of surprises. When something major happens, it can be difficult to have any idea what you'll do next. You s...
05/09/2022

Life is full of surprises. When something major happens, it can be difficult to have any idea what you'll do next. You should always be prepared for the unexpected by having a contingency plan ready! https://buff.ly/3B3bjOI

We know that running your own business requires a great deal of time and energy. Let us give you some respite with strat...
05/02/2022

We know that running your own business requires a great deal of time and energy. Let us give you some respite with strategic financial planning that will ease any worries you have about the future of your business. https://buff.ly/3wBsZOm

Address

12555 High Bluff Drive, Suite 205
San Diego, CA
92130

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Additional Information

Securities offered through LPL Financial, member FINRA/SIPC www.finra.org and www.sipc.org. Investment advice offered through the Mohr Financial Group, a registered investment advisor and separate entity from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.mohrgroup.com.