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

Brian Pon
Partner, Fee-Only Financial Advisor
Financial Connections Group Inc
United States, California, Corte Madera
About Me
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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