Financial Connections Group, Inc. Investment Advisory Services
   
    Financial Connections Berkeley    
   
   
   
Email: Inquiry@FinancialConnections.com
Phone: 1.415.924.1091
Financial Connections Team


Jill Hollander

Jill D. Hollander Jill is a fee-only Certified Financial Planner™ Professional, a Chartered Retirement Planning CounselorSM and Accredited Domestic Partnership AdvisorSM. She is a principal at Financial Connections Group, Incorporated. Jill began her work in financial planning and investment management in 1993.

AWARDS & ORGANIZATIONS

  • 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 Advisor’s in the Bay Area by the San Francisco Business Times
  • First recipient of FPA (Financial Planning Association) San Francisco Chapter’s Pro Bono Award
  • Past Chairperson of NAPFA (National Association of Professional Financial Advisors) 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 unmarried people

EDUCATING

  • Seminars on financial planning and spending in retirement to UC Berkeley employees preparing for retirement
  • Adult education classes in Marin County on financial planning
  • Seminars in financial planning for unmarried couples to other professional organizations

PREVIOUS EDUCATION AND PROFESSION
Jill has an MBA in Finance. She has more than 20 years of experience in cash management, corporate financial planning, and financial analysis at Wells Fargo Bank, Levi Strauss & Company, and GTE Sprint.

 


Brian Pon of Financial Connections

Brian Pon Brian is a fee-only Certified Financial Planner™ Professional and an IRS Enrolled Agent. He joined Financial Connections Group, Inc. in 2000 and is now a principal in the firm. He works with individuals, trusts, families, and small businesses.

EDUCATING

  • Adjunct Professor teaching tax planning for Golden Gate University’s Financial Planning Program
  • Mentors financial planning students in the Golden Gate University’s Financial Planning Program
  • Conducted seminars for the Consumer Credit Counseling Service of the East Bay (now a division of Money Management International) on budgeting, cash and debt management, and introductory investing

AWARD

Brian was voted Volunteer of the Year by Consumer Credit Counseling Service of the East Bay

PREVIOUS EDUCATION AND PROFESSION
Brian is a recovering engineer: He graduated from the University of California, Berkeley, with a degree in Engineering Physics. He worked for the Lawrence Berkeley National Laboratory for nine years where he researched the effects of energy use
on the environment.

 


Jenny Coffey Smith

Jenny Coffey Smith Jenny joined the team in 2013. She is a fee-only Certified Financial Planner™ Professional and holds the Masters of Security Analysis and Portfolio Management Designation.

Jenny joins Financial Connections after nine years with The Vanguard Group. Her various positions included Client Relationship Manager, Retirement Advisor, and Investment Consultant for Ultra High Net Worth clients. Jenny was also an employee of Nestwise, a venture offering financial advice for the mass market.

Jenny has a B.S. in Economics from Arizona State University and a M.S from Creighton University. She is active at The Crossroads, an organization that helps homeless youth and young adults just starting out. Jenny is also a volunteer with the Sierra Club.

 

 


Kim Wohler operations Finanical Connections

Kim Wohler Kim joined the Financial Connections team in August 2006. She is the operations guru—the glue that holds the team at Financial Connections together. She coordinates client activity with the firm’s custodian, TD Ameritrade, and works with third- party vendors and various software programs.

She is a Registered ParaPlanner.

Kim is a native of San Francisco and Marin. Before joining Financial Connections, Kim worked primarily in the fields of human resources and accounting, with a shorter stint in property management while earning her B.A. in English Literature, with an emphasis in writing. She interned as a grant writer with the Bay Institute in Novato before graduating cum laude from Dominican University in San Rafael, California.

 

 


Kai Bogdanovich - Financial Connections

Kai Bogdanovich Kai joined Financial Connections as our Client Services Administrator, December 2014. She is a Registered Paraplanner. Prior to joining Financial Connections, she was Assistant Branch Manager with Bank of America.

Kai earned a B.S. in Business Administration from San Francisco State University and was on the Dean's List.

 

 

 

 

 


Sheri Remail - Finanical Connections

Sheri Remail Sheri joined Financial Connections as Executive Assistant in 2012.  Her work experience includes the Pacific Stock Exchange, a solar company, a high-end construction firm, and the Ecological Design Institute in Sausalito.

 

 

 

 

 

 

   
       
   


Financial Connections Group, Inc. is an SEC-registered investment adviser located in Corte Madera and Berkeley, California.  This web site should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Please Read Important Disclosure Information.

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