At age 24, shortly after graduating from Northern Arizona University with a degree in Finance, Jim Mohr entered the financial planning business in San Diego, California. 5 years later he founded The Mohr Financial Group. In 1996, Jim joined Lincoln Financial Group & qualified for the “Top 1%” his first year. He was promoted to Managing Director for the Del Mar office the following January.
Jim earned his Chartered Life Underwriter (CLU) designation in 1991 and his Chartered Financial Consultant (ChFC) designation in 1992. Jim also acquired the Series 24 license in 1999 to become a Registered Principal. Jim is a member of the International Association of Financial Planners.
The Mohr Financial Group is a personal financial advisory firm which was established in 1984. The firm is comprised of five financial planners (affiliated with Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor), a CPA, and four planner assistants. Our financial planners have decades of experience, which brings the knowledge and expertise needed to provide comprehensive financial & retirement planning advice to more than 1,000 clients.