linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Pon

Financial Connections Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Pon

Brian Pon is an Investment Advisor Representative associated with Financial Connections Group, Inc. Brian has been working in the securities industry since May 2000. Brian is registered with the state of California and Texas. Brian is a Certified Financial Planner and has a specialization in portfolio management for individuals and retirement planning. The firm has over 427 million dollars in assets under management and serves over 49 clients. The firm's headquarters is in Corte Madera, California.

Firm Information

Brian Pon is currently registered with Financial Connections Group, Inc.. Financial Connections Group, Inc. is a Registered Investment Advisor headquartered in Corte Madera, California, with $427.2 million in regulatory assets under management. The firm specializes in providing financial planning and portfolio management services to high-net-worth individuals and individuals other than high-net-worth. They also offer tax preparation services.
Financial Connections Group, Inc.

21 TAMAL VISTA BLVD.

CORTE MADERA, CA 94925-1186

$427.20M

Assets Under Management

49

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

tax preparation

Tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Pon’s Registration & Firm History

CA

10/27/2022 - Present

Financial Connections Group, Inc. (LARKSPUR CA)

Not sure if Brian Pon is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Pon.
Not sure if Brian Pon is right for you?