You searched for: financial connections

3 results found:

I can work with clients anywhere!

Brian Pon

CFP®, EA

Financial Connections Group, Inc.

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.

I can work with clients anywhere!

Jennifer Coffey Smith

MSAPM, CFP®

Financial Connections Group, Inc.

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.

I can work with clients anywhere!

Kim Wohler

RSSA®, CFP®

Financial Connections Group, Inc.

Larkspur, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.

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