Financial Connections Group, Inc.

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        "title": "Financial Connections Has Joined Apella Wealth!",
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        "excerpt": " Financial Connections Has Joined Apella Wealth! Blog Client Logins & Resources Us About Us Regulatory Information You Individuals And Families Businesses and Institutions Retirement Plans Advice Planning College Planning Women in Transition Investing Locations For Advisors Community Events Podcast Connect Us About Us Regulatory Information You Individuals And Families Businesses and Institutions Retirement Plans Advice Planning College Planning Women in Transition Investing Locations For Advisors Community Events Podcast Connect Financial Connections Has Joined Apella Wealth We’re pleased to share that Financial Connections has joined Apella Wealth.  This partnership brings together a shared commitment to fiduciary advice, long-term relationships, and thoughtful financial strategies. Clients working with our team will continue to receive the same level of care and attention, now supported by Apella’s broader network of resources and expertise.  Whether you’re seeking guidance on retirement, investments, or a comprehensive financial plan, our team is here to help you move forward with clarity and peace of mind.   To learn more, please visit our San Francisco Bay Area page.   Warm Regards, The Financial Connections Team Our Team Brian Pon, CFP®, EA Senior Financial Advisor Jill D. Hollander, MBA, CFP ® Partner Jenny Coffey Smith, MSAPM, CFP ® Financial Advisor Kim Wohler, CFP®, RSSA® Financial Advisor Flavia Kirz, MBA, CFP ® Financial Advisor Kai Bogdanovich Associate Director of Data and Technology Strategy Danielle Bickel, FPQP ™ Client Relationship Specialist Brian Pon, CFP®, EA × Brian is thrilled to work within Apella Wealth’s Bay Area team because the team functions like an ensemble. Unlike many financial firms, the professionals on our team do not compete with one another while maintaining separated silos of business. Rather, the entire staff supports our clients as a team. Brian joined Financial Connections Group in 2000. The team became part of Apella Wealth in 2026, where he continues to serve clients as part of the Bay Area team. He is a fee-only Certified Financial Planner™ Professional and an IRS Enrolled Agent. Brian’s areas of expertise include: financial planning, investment management, tax planning, retirement planning, working with unmarried couples, and establishing and maintaining retirement plans for small businesses. Previously, Brian was a tax advisor at H&R Block from 1997 – 2000. In 2020, Brian received the NAPFA (National Association of Personal Financial Advisors) Inspiring Leaders Award. Since 2007, Brian has taught as an Adjunct Professor of Tax Planning at Golden Gate University in its Master of Science in Financial Planning Program. Previously, he trained tax preparers for the IRS’ VITA Program, from 2005 – 2016. He also led personal finance workshops for the nonprofit Consumer Credit Counseling Service of the East Bay (now a division of Money Management International) from 1997 – 2014. Brian is a recovering engineer: He graduated from the University of California, Berkeley, with a degree in Engineering Physics. He later researched the effects of energy use on the environment at the Lawrence Berkeley National Laboratory from 1991 – 2000. Brian enjoys spending time with his family and is the Booster Co-President and videographer for his son’s high school concert, jazz, and marching bands. Close Jill D. Hollander, MBA, CFP ® × Jill believes financial planning is one of the few professions that can have a positive impact on a client and their family. She likes when clients are sanguine about their finances because we’ve helped them get organized, identified their current and future goals, and helped execute the steps to reach those goals. Jill’s greatest satisfaction occurs when a client says thank you, you’ve really helped. Jill, with her partners, Brian, and Kai, feel they’ve built a staff that shares their values and goals with our approach to serving clients and having a vested interest in their success. Jill has earned several designations – the most important being a Certified Financial Planner™ Professional. She has also studied to become a Chartered Retirement Planning Counselor℠ and Accredited Domestic Partnership Advisor℠. Jill began her career in the financial planning and investment management industry in 1993. Over the years, she has been: Recognized as one of 50 Distinguished Women nationwide by Wealth Manager Magazine for her work with women in the profession Named one of the 25 Top Independent Wealth Advisors in the Bay Area by the San Francisco Business Times First recipient of FPA San Francisco Chapter’s Pro Bono Award Past Chairperson of NAPFA West Region and was a member of the National Board Past member of TD Ameritrade National Advisors’ Panel Past conference chair for PridePlanners™, an organization to educate financial professionals in financial planning for LGBTQ and unmarried people Jill has an MBA in Finance. She has",
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