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.