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Brian Pon

Partner, Fee-Only Financial Advisor

Financial Connections Group Inc

United States, California, Corte Madera

About Me

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

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Profile Information

Partner, Fee-Only Financial Advisor

Financial Connections Group Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Corte Madera

California

United States

Aug 16, 2024

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