ABOUT BRIAN PON
Brian is a fee-only Certified Financial Planner™ Professional (CFP®) and an IRS Enrolled Agent (EA) for Financial Connections Group, Inc. Having joined the firm in 2000, Brian is now a principal in the firm. He works with individuals, trusts, families, and small businesses to provide investment management and financial planning services.
Brian is committed to educating the community and financial professionals. He is an Adjunct Professor teaching tax planning for Golden Gate University’s Financial Planning Program and he mentors the financial planning students at the university. Brian also conducts seminars for the Consumer Credit Counseling Service of the East Bay (now a division of Money Management International) on budgeting, cash and debt management, and introductory investing. In recognition of his educational contributions, Brian was voted Volunteer of the Year by Consumer Credit Counseling Service of the East Bay.
ABOUT FINANCIAL CONNECTIONS GROUP, INC.
Financial Connections Group, Inc., offers fee-only financial services for individuals, non-traditional and traditional couples, family trusts and small businesses. The firm strives to help clients integrate their image of the future with their financial resources through a trusting, fiduciary relationship. Services include investment management, retirement/transition planning, planning for income in retirement, long-term care planning, estate planning, hourly financial planning, divorce financial analysis, risk management and tax planning and preparation.