Brian Pon| CFP®, EA, PFP
Financial Connections Group, Inc.
- Fee-Only Financial Services
- As-Needed Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Portfolio Review & Second Opinions
- Elder Care Issues
- Socially Conscious/ESG Investment
- Tax Planning
- Traditional & Non-Traditional Families
- Retirement Planning for Business Owners
- Retirement Coaching
Corte Madera, CA 94925
Berkeley, CA 94710
San Francisco, CA 94105
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Brian Pon is a financial planner serving the entire San Francisco Bay area with offices in Berkeley, San Francisco, and Corte Madera. Financial Connections Group specializes in financial planning, socially responsible investments, and retirement planning. Brian Pon is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Brian Pon is a fee-only Certified Financial Planner™ Professional and an IRS Enrolled Agent. He joined Financial Connections Group, Inc. in 2000 and is now a principal in the firm. He works with individuals, trusts, families, and small businesses.
- Adjunct Professor teaching tax planning for Golden Gate University’s Financial Planning Program
- Mentors financial planning students in the Golden Gate University’s Financial Planning Program
- Conducted 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
Brian was voted Volunteer of the Year by Consumer Credit Counseling Service of the East Bay
PREVIOUS EDUCATION AND PROFESSION
Brian is a recovering engineer: He graduated from the University of California, Berkeley, with a degree in Engineering Physics. He worked for the Lawrence Berkeley National Laboratory for nine years where he researched the effects of energy use
on the environment.
Broad expertise, individual attention.
Our first step is to meet with you and see if we are a good fit for each other. We understand that emotions are involved when discussing money, whether the issue is inheriting, saving or spending. For many, turning to a fiduciary advisor putting your interests first diffuses anxiety. Our professional, yet informal approach creates a comfortable atmosphere for discussing and reviewing what may be sensitive issues about your life and your future.
Every individual or couple has different needs, and it’s important that we understand yours. The process begins by focusing on your goals. What’s your timeframe to accumulate money for retirement? What will you do in retirement? What are your options to receive income in retirement? Are you prepared for these changes? We help you grapple with issues you’ve wondered about – and will probably raise some that you haven’t thought of.
Once we identify your goals, we define the steps that can help you achieve them. Our role is to offer different scenarios to achieve your goals and their ramifications. With this information, we hope it will help you select a roadmap moving you towards your financial goals.
Depending upon your stage in life, your requirements will vary. As a result, you may need a financial plan or assistance with one or several of the following areas.
- Education Planning
- Buying a home
- Selecting employee benefits and 401(k) investment options
- Risk management (e.g. disability and life insurance)
- Retirement / Transition Planning
- Retirement Income and Withdrawal Strategies
- Retirement Workshop (non-economic issues in retirement)
- Concierge Service (work with you as your Chief Financial Consultant with ongoing planning, tax planning, Medicare and long-term care planning, estate planning, etc.)
- Customized portfolio designed to reflect your goals, objectives, time horizon and tax situation
- FC Digital – fully automated web based offering. Investment model assigned based on responses to risk questions
- Update existing financial plan
- Second opinion on your investment portfolio