Franklin Mohri | Financial Planner
Franklin Mohri | Certified Financial Planner | insurance and financial services
We are an insurance and financial services boutique firm specializing in comprehensive financial planning for individuals and businesses, with an emphasis on individuals over the age of 50.
In an effort to comply with the high industry regulations and at the same time offer a wide array of financial products and services, we are proudly associated with Mutual Of Omaha Investor Services Inc. as our Broker/Dealer. Our decision to work with Mutual Of Omaha Investor Services among the thousands of other choices was based on the following factors:
Mutual of Omaha Investor Services offers an open platform with access to many different investments and insurance companies to chose from.
The fact that Mutual Of Omaha Investor Services does not have any proprietary investments vehicle, and therefore our recommendations can remain unbiased of any specific company product.
In order to work with each client at a high level of service, we only take on a select number of clients annually. It all starts with an initial meeting to get acquainted. Iranian yellow pages
Franklin Mohri is a Certified Financial Planner™ practitioner. I have been in the financial services industry since 1999. I have seen and experienced many market cycles during my career, including the Tech Bubble, the tragedy of September 11, 2001, and the financial market meltdown of 2008. As a result, I will give you investment counselling based on a long-term understanding of markets and investor behaviour. I continue 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.
Franklin Mohri | Certified Financial Planner: also welcome invitations for any public speaking engagements in order to empower your organization’s members with valuable financial concepts. Iranian directory
My focus has been to work with individuals over the age of 50 and their children, as I believe that financial planning after that age becomes more complex as many new important factors, that might have been overlooked until now, need to be taken in consideration in order to be fully prepared. Also, I believe that given my age bracket, I can be a natural bridge allowing continuity in planning between the parents and their children and help avoid planning gaps that often occurs when parents transfer their wealth to their children.
New realities that 50+-year-old face and should plan for: Market Volatility, Need for income to meet their lifestyle, Chances of living longer, Expenses associated with a long-term illness in the final stages of their lives, Leaving enough money for their loved ones, Finding tax-efficient strategies and Many more…
Serving: Los Angeles / Irvine / Glendale Woodland Hills / San Diego / San Fransisco (Bay Area)
- Advisory Services
- Investment Services
- Retirement Services
- Insurance Services
- Business Services
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