Meet our dedicated professionals who make up
The Mohri Group
Here to help you achieve financial success.
Financial Planner Sheldon Nix WMCP®, RICP®
Financial Planner
Sheldon Nix joined the financial planning industry in 2009. He worked closely with business owners, assisting them with benefits and 401K programs. After 5 years Sheldon moved into a leadership role and earned the Wealth Management Certified Professional and Retirement Income Professional designations from the American College of Financial Services.
He is currently pursuing the Chartered Financial Consultant designation. In 2021, he started working with clients specializing in wealth management, 401K plan design, and retirement income planning. Prior to becoming a financial advisor, he worked in the hospitality business.
He is currently pursuing the Chartered Financial Consultant designation. In 2021, he started working with clients specializing in wealth management, 401K plan design, and retirement income planning. Prior to becoming a financial advisor, he worked in the hospitality business.
Client Service and Marketing CoordinatorRyhen Tork
Registered Representative
With over a decade of working experience in the financial services field, Ryhen Tork has helped many of our clients with their financial, insurance and investment needs. She provides a wealth of expertise in helping clients chose the insurance contract that best fits and compliment their lifestyle.
She also specializes in designing insurance plans that address each client’s personal needs. Ryhen’s background in Chemical Engineering and her MBA in finance contributes highly to her ability to analyze each situation with attention to details.
She also specializes in designing insurance plans that address each client’s personal needs. Ryhen’s background in Chemical Engineering and her MBA in finance contributes highly to her ability to analyze each situation with attention to details.
Associate AdvisorJohn Brontsema
Associate Advisor
John Brontsema became passionate about the financial world while he was a baseball athlete at UC Irvine and then a professional player for the Kansas City Royals. He began educating himself on equities markets and was eager to make an impact on people’s futures through holistic financial planning. John’s goal is to address every client’s needs and priorities through his advanced case design process.
He’s a strong proponent of educating clients about their options so they are confident and excited to take action and improve their financial health. He takes pride in treating every client as his own family. In his leisure time John helps coach a youth travel baseball team and enjoys traveling with his wife Alessandra.
He’s a strong proponent of educating clients about their options so they are confident and excited to take action and improve their financial health. He takes pride in treating every client as his own family. In his leisure time John helps coach a youth travel baseball team and enjoys traveling with his wife Alessandra.
Director of Operations & Client RelationsFarideh Ghazipour
Director of Operations & Client Relations
Farideh joined the Mohri Group in 2012 and she has been a key player in the growth of the company. As a Director of Operations, Farideh focuses her attention on encouraging new business development and providing support services. She ensures that each business integrates into the system in an optimum manner.
Her background in business analysis, accounting and strong attention to details, is viable to the successful flow of the operation and for the overall client experience. Farideh is in charge of managing and supervising the processes across the different departments and the different members of the team. She also plays a crucial role in helping our pension and 401(k) clients successfully meeting their deadlines.
Her background in business analysis, accounting and strong attention to details, is viable to the successful flow of the operation and for the overall client experience. Farideh is in charge of managing and supervising the processes across the different departments and the different members of the team. She also plays a crucial role in helping our pension and 401(k) clients successfully meeting their deadlines.
ContentArian Maghsadi
Marketing Coordinator & Client Relations
Arian is in charge of client relations at the Mohri Group. This consist of ensuring that every client’s annual and quarterly review meetings are planned and scheduled accordingly. With a background in psychology and her experience in the Property and Casualty business, she understands the value of providing a great client experience.
She ensures that the client’s business is being handled across the different steps of the process. Arian plays a key role in introducing and welcoming new clients to our organization and helping them stay connected throughout the process.
She ensures that the client’s business is being handled across the different steps of the process. Arian plays a key role in introducing and welcoming new clients to our organization and helping them stay connected throughout the process.
Property & Casualty Insurance SpecialistFarzin Dehghan
Property & Casualty Insurance Specialist
Farzin has been working in the Property and Casualty industry since 2004. He runs a successful Property & Casualty business called Insurance Solutions 365 Inc. He is a great resource for the Mohri Group clients in reviewing their insurance contracts to ensure that their assets are properly insured with adequate coverage at a reasonable price.
Farzin and Panah Insurance are independent resources for the Mohri Group. They provide valuable expertise and have a shared compensation agreement in the event of any written business.
Farzin and Panah Insurance are independent resources for the Mohri Group. They provide valuable expertise and have a shared compensation agreement in the event of any written business.
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Certifications
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.