Franklin Mohri, CFP®
CEO, The Mohri Group
Franklin Mohri has been in the financial services industry since 1999. As a Certified Financial Planner™ practitioner, he has seen and experienced many market cycles during his career. This includes the Tech Bubble, the tragedy of September 11, 2001 and the financial market meltdown of 2008. With a keen awareness of market volatility, Franklin provides investment counseling based on a long-term understanding of markets and investor behavior.
As a father and husband, Franklin knows the importance of making strategic financial decisions that move you toward a solid foundation for financial independence. That’s why his focus has been to work with individuals over the age of 50 along with their children. He knows that financial planning after that age becomes more complex as many new important factors, which may have been overlooked until now, need to be taken into consideration so you are fully prepared. In addition, Franklin’s age bracket makes him a natural bridge for continuity in planning between parents, their adult children and grandchildren. His goal is to help avoid planning gaps that often occur when parents transfer their wealth to their children.
Franklin’s Philosophy about money
- It doesn’t matter how much you have or how much you earn, what matters is what you get to keep at the end.
- Money should bring you peace of mind so you can live life to the fullest. It should never be a source of pain, greed or fear that ties you down and keeps you from sleeping at night.
- Every financial vehicle has positive and negative facets. That’s why it’s essential that you clearly understand all aspects of that choice. Only then can you make an educated decision with a well-defined purpose aligned with your lifestyle and goals.
- Your advisor should be a trusted guide — not a product pusher.
Franklin graduated with an MBA from the University of Southern California (USC). He’s also involved in the community by supporting numerous charitable causes and actively participating in his Rotary Club. He continues to provide financial education to the public by hosting a radio show where he discusses various financial topics affecting individuals over the age of 50 and their families. In addition, he welcomes invitations for any public speaking engagements to empower your organization’s members with valuable financial concepts.
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Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA and SIPC. Mohri Financial & Insurance Services and Mutual of Omaha Investor Services, Inc. are not affiliated. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Franklin Mohri – CA Insurance Lic# OC71568
The information provided here is general in nature. It has been obtained from sources believed to be reliable, but no guarantee is made as to its accuracy, timeliness or completeness. The information is not intended, and should not be construed as legal, tax or investment advice. Consult with your legal, tax or investment professional before taking any action based on this information. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold.