Financial Connections Group, Inc. was recognized by AdvisoryHQ as one of the 11 best financial advisors in the San Francisco Bay Area.
January 24, 2018
Saving for college: The city of San Francisco gives every kindergartener a bank account. Brian Pon shared his experience of taking his son to the bank to deposit money into his college savings account.
Brian Pon was profiled in their August publication. Brian shared how he became a CFP, including how he broadened his tax planning knowledge and his involved with NAPFA study groups.
July 13, 2017
Jill Hollander was interviewed for Experts: Think twice before tapping home equity. The article discusses the pros and cons of taking equity out of your home.
June 2, 2017
The San Francisco Business Times named Financial Connections Group, Inc. as one of the top 50 LGBT-Owned Businesses in the Bay Area.
March 9, 2017
Susannah Snider interviewed Brian Pon for her article, Making Sense of 10 Confusing Tax Phrases.
Advisor Solutions Magazine. Jenny Coffey Smith was featured in Getting A Second Wind, an article about changing career paths and becoming a financial advisor.
August 25, 2016
Brian Pon was interviewed by Susannah Snider for her article, 8 Financial Steps to Take After Paying Off a Debt.
July 9, 2016
Janis Mara interviewed Jill Hollander for her article Brexit Unleashes Wave of Marin Refinance Applications. Homeowners in Marin are looking to refinance their mortgages to take advantage of low interest rates caused in part by the British vote. Jill advised caution, saying world events shouldn’t affect the decision on whether to refinance.
June 24, 2016
Financial Connections Group, Inc. was named as one of the top 50 Bay Area Wealth Management firms by the San Francisco Business Times.
June 10, 2016
Financial Connections Group, Inc. was listed in the top 100 LGBT-Owned Businesses in the Bay Area.
Jill Hollander was featured in Advisor Solutions, TD Ameritrade’s quarterly magazine. Jill discussed using technology to create efficiency. From customer relationship management software to document management, she incorporates technology that will enhance the firm’s ability to better serve the firm’s clients. Jill adapts to change by embracing technology.
November 20, 2015
Kathleen Pender, Business Columnist for the San Francisco Chronicle, interviewed Jill Hollander for her column. The subject was the value having an umbrella policy. Jill told Ms. Pender she believes liability insurance is worth the cost as “It’s an ounce of prevention”.
Jill Hollander was interviewed by Andre Floyd for his article, 6 Signs You Need a New Financial Advisor. Same-sex couples can face issues that others may not, from judgmental advisors to advisors who aren’t aware of the financial impacts of state and federal government recognitions of same-sex marriage. Jill recommended asking an advisor what percentage of his/her clients are members of the LGBT community.
May 17, 2015
AdvisoryHQ named Financial Connections Group as one of the Top 11 Financial Advisors, Planners and Wealth Managers in the San Francisco area.
May 14, 2015
Brian was interviewed for TD Ameritrade’s The Human Finance Project. Independent financial advisors were asked “what inspires them and defines their purpose”.
Jill Hollander was interviewed by Judith Wilson for her article Bringing Home the Bacon. Jill discussed women managing and investing their money in a time when women are increasingly becoming the primary earners. She spoke about the importance of women thinking about their current and future financial needs and creating a plan to help them reach their goals.
October 12, 2013
Richard Halstead interviewed Jill Hollander for his article Real Worries with Debt Limit. While some Republican members of Congress said that concerns about defaulting on the debt have been exaggerated, Jill’s response to that was “I could not disagree more. What kind of message are we sending to default on what most people consider to be the safest currency?”
September 13, 2013
Jill Hollander was quoted in Darla Mercado’s article, Rethinking Life Insurance for Gays. The repeal of DOMA has financial advisors rethinking the role of life insurance for same sex couples. Jill asked the questions if the life insurance was being purchased to replace an income stream, is that still a valid necessity? Will it be there to take care of estate taxes?”
August 26, 2013
Brian Pon was interviewed by Eric Gneckow for their Wealth Managers Survey 2013. Brian was asked how has he adjusted his investment strategies in response to economic trends over the past year, what mistakes he sees individual investors making in the current financial climate, and what trends will most impact investors over the next year.
July 12, 2013
Financial Connections Group was named by the San Francisco Business Times as one of the Bay Area’s Premier Wealth Advisors.
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