Contact Us
1-888-99MOHRI (1-888-996-6474)
Fax: 310-268-0776

About Us

About Us:

We are an insurance and financial services boutique firm specializing in comprehensive financial planning for individuals and businesses, with an emphasis for 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.

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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.”