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

Marin IJ
Marin Independent Journal
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.

SF Business Times
San Francisco Business Times
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.

Ameritrade
Ameritrade

June 2016 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.

San Francisco Chronicle
San Francisco Chronicle
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”.

Green American
Green American
Summer, 2015
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.

Advisory HQ
AdvisoryHQ
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.

North Bay Woman
North Bay Woman
Spring, 2015
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.

Marin IJ
Marin Independent Journal
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?"

Investment News
Investment News
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?"

NBBJ Logo
North Bay Business Journal
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.

The San Francisco Business Times
San Francisco Business Times
July 12, 2013
Financial Connections Group was named by the San Francisco Business Times as one of the Bay Area's Premier Wealth Advisors.

Marin IJ
Marin Independent Journal
December 9, 2012
Interviewed for the Marin IJ article Marin Wealth Managers Aren't Afraid of Falling of the Fiscal Cliff, Jill Hollander said she sent a letter to her clients after the election in November warning them to expect a bumpy ride…until the issue is resolved. She also said "Anticipation of the cliff has resulted in a flurry of activity: increased stock sales, additional issuances of dividends and bonuses by companies, and estate transfers."

CNN Money
CNN Money

August 28, 2012
Austin Kilhan of CNN Money's Help Desk, asked Brian Pon to comment on the "4% Withdrawal Rule."

NBBJ Logo
North Bay Business Journal
August 27, 2012
Brian Pon was interviewed by Eric Gneckow for his article Wealth Managers Talk about Challenges, Risk and What’s Ahead. Asked about plot lines in investing, Brian discussed constructing portfolios that seek to reduce volatility while participating in the market upside.

Dow Jones
Dow Jones Newswire

April 5, 2012In her Dow Jones Newswire column “Sudden Wealth Can Wreak Havoc”, Veronica Dagher quotes Jill Hollander of Financial Connections. Jill spoke of the challenges of sudden wealth and how an advisor can help their client navigate those changes.


Journal Financial Planning

February 1, 2012Jill Hollander’s advice for unmarried couples was referenced throughout the Journal of Financial Planning article, “Estate Planning for Unmarried Couples: What Financial Planners Need to Know” by Richard F. Stolz.


The Wall Street Journal

August 28, 2011Anne Tergesen of The Wall Street Journal quoted Brian in her article, Saving Strategies for Older Singles: “Most couples have two incomes and shared economies of expenses…for single savers, the responsibility of saving falls squarely on themselves.”


The Baltimore Sun

April 24, 2011Brian Pon of Financial Connections Group in Corte Madera, CA was quoted in Prince William and Kate aren’t the only twentysomethings getting married by Eileen Ambrose. Brian had an account ownership suggestion and a tax filing suggestion for married couples.


Investment Advisor

August 1, 2010
Brian Pon of Financial Connections Group in Corte Madera, CA was quoted in A Retirement Plan Solution by Marlene Y. Satter. Brian had a retirement plan funding suggestion for parents with children in college. 

Investment News
Associated Press

June 18, 2010
Jill Hollander, MBA CFP®, founder of The Financial Connections Group, recently was quoted in an Associated Press (AP) story called: Family Finance: Gay couples pay more for less by Eileen AJ Connelly, AP Personal Finance Writer.  Several Financial Connections clients were also profiled. 
To read more, click here…

Investment News
Investment News

June 14, 2010:
Jill Hollander was quoted in Lisa Shidler's article, 10 Questions to Ask Prospective Clients. Jill always asks, "What's a good advisor-client relationship," in order to determine if it will be a comfortable relationship. "It's important that we blend well when working with clients." added Jill.
To read more, click here…

Financial Planner Advisor
Financial Planner Advisor

April 14, 2010
Jill conducted a FPA webinar for financial advisors titled: Happily Unmarried (federally): Financial Planning Issues and Strategies for Lesbians and Gay Clients. Financial planning for nontraditional families requires a different "to do" list and different strategies than married couples. The session highlighted the tools available and strategies to consider.
To listen, click here…


US News

March 15, 2010
Jill was quoted in an U.S. News & World Report article by Emily Brandon titled: 21 Ways to Cut Expenses in Retirement. Jill cautioned seniors to beware of the potential of increasing their spending on entertainment in retirement because they have more free time. She went on to offer several free entertainment alternatives and tips on dealing with grandchildren.
To read more, click here…

Smart Money
Smart Money

March 1, 2010
Smart Money quoted Brian in the article titled: Don’t Fall in Love With These Funds.
To read more, click here…

Wealth Manager
Wealth Manager

April 2009
Financial Connections Group was named by Bloomberg’s Wealth Manager as one of the country’s Top Wealth Advisors.

The Wall Street Journal
The Wall Street Journal

October 5, 2009
Brian was interviewed and quoted in the Wall Street Journal’s article titled: The Price of Green

The San Francisco Business Times
The San Francisco Business Times

May 2009
The San Francisco Business Times included Financial Connections Group in their list of the Top 25 Wealth Advisors in the San Francisco Bay Area.

Smart Money
Smart Money

May 2009 In the article titled: Retirement Retooled, Brian was polled for asset-allocation advice.

Ameritrade
Ameritrade

Spring 2009 In TD Ameritrade’s Individual Investor and Englightened Investor newsletters, Brian was quoted on investor behavior and asset mix.

Investment News
Investment News

October 5, 2008 Brian was surveyed for the article titled: Value picked to outperform growth over 12 months. Brian’s comments focused on the normal tendency of advisors with regard to international investing.

Certified Financial Planner
Certiied financial Planner

July/August 2008 Brian’s comments were featured in the Certified Financial Planner Board of Standards Report’s sections titled Diversity and Financial Planning I: The Profession and Diversity and Financial Planning II: The Clients.

Wealth Manager
Wealth Manager

April 2008 Jill Hollander was named in the Top 50 Distinguished Women in Wealth Management.

MSN
MSN.com

April 1, 2008 Brian’s comments appeared in 6 Smart 401(k) Moves for Rough Times.

Wealth Manager
Wealth Manager

April 2007 Financial Connections Group was named by Bloomberg’s Wealth Manager as one of the country’s Top Wealth Advisors.

Market Watch
Market Watch

October 25, 2007 Brian was interviewed and quoted for the article titled: Ten Ways to Supercharge your Cash Flow and Avoid Credit Woes.

Financial Planning
Financial Planning

October 2, 2007 Financial Planning Magazine quoted Brian in their article titled: Do the Rich Enrich?

Benefit
Benefit

September/October 2007Benefit Magazine quoted Jill in the article titled: Enjoy & Share: 10 Smart, Soulful Strategies for Handling your Money.

 

 

Company
Meet the Financial Connections Team
Financial Connections Press
Corporate Responsibility

About Fee-Only ServicesNo hidden costs. No referral fees.
As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals. We don't accept referral fees, sales commissions, or any other compensation from any outside sources.

Minimum Fees:
Financial Planning: $275 per hour
Investment Management: $7,500 annually

Download the Fee Schedule (PDF)
Download form ADV, Schedule F (PDF)


   
       
   


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.

Website by ChappellCreativeDesign