Credentials
Since 1984, the Mohr Group has carefully selected and trained our associates. Each financial planning associate maintains ongoing continuing education to keep current on financial products, tax laws and financial planning strategies that may affect you. The Mohr Group Team of Registered Representatives and Investment Advisor Representatives bring an impressive history of academic and professional credentials to the firm, including:
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- CERTIFIED FINANCIAL PLANNER(tm) certificants
- Masters in Business Administration (MBA)
- Member of the Financial Planning Association



