The Mohri Group

The Mohri Group – Financial Management

The Mohri Group is your trusted partner in building a secure and lasting financial future. Led by Franklin Mohri, CFP, a certified financial planner with years of experience, The Mohri Group proudly serves clients across Los Angeles, Irvine, Glendale, and San Diego. We believe that every individual and family deserves access to professional, personalized financial guidance — and that’s exactly what we deliver through our appointment-based consultations. Whether you’re planning for retirement, growing your investments, or protecting your family’s future, The Mohri Group is here to help you every step of the way.

Our Services

At The Mohri Group, we offer a full suite of financial solutions designed to address your unique goals and circumstances:

• Investment Management: Our team works with you to develop a customized investment strategy that aligns with your financial objectives, risk tolerance, and long-term vision. From portfolio building to ongoing management, we keep your investments on track.
• Insurance Planning: Protecting what matters most starts with the right insurance coverage. The Mohri Group helps you explore a variety of insurance options to safeguard your family, your income, and your assets against life’s uncertainties.
• Retirement Planning: Whether retirement is decades away or just around the corner, we create tailored retirement strategies to help you achieve the comfortable, worry-free future you deserve.

Why Choose The Mohri Group

What sets The Mohri Group apart is our unwavering commitment to putting clients first. Franklin Mohri brings certified financial planning expertise, integrity, and a personalized approach to every consultation. We take the time to understand your financial picture, answer your questions, and build a plan that truly reflects your goals. Our services are proudly backed by Mutual of Omaha Investor Services, a FINRA/SIPC member broker-dealer and registered investment advisor giving you added confidence and security in every decision we make together.

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