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About Franklin Mohri

Franklin Mohri, CFP®

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 counseling based on a long term understanding of markets and investor behavior. 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. I also welcome invitations for any public speaking engagements in order to empower your organization’s members with valuable financial concepts.

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:

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My Philosophy about money:

 

I graduated with an MBA from University of Southern California (USC). I am involved  in the community by participating in various charitable activities and have an active involvement in my Rotary Club.

 

 

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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.”