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

November 25, 2009
Local Advisors Speak at Industry Conferences
Financial Connections' Jill Hollander, CFP® and Brian Pon, CFP® in Demand as Industry Thought Leaders


CORTE MADERA, Calif., Nov. 25 /PRNewswire/ -- Jill Hollander, MBA, CFP, CRPC, Founder of the Financial Connections Group, Inc., attended the annual conference of the Financial Planning Association in Anaheim, CA, Oct. 10-13, and was invited to participate in a new and innovative session called "Twitter Live! With Industry Thought Leaders." The unique format encouraged succinct comments. Hollander was asked to share with her colleagues the number one thing they, as professional financial planners, should be thinking about as 2010 approaches.

Hollander spoke about the importance of adaptability and communication, especially in light of the recent market turmoil. "One of the ways my firm adapted to the events of last year was to introduce periodic conference calls, which required us to expand our technology capability," said Hollander. "We also fine-tuned our hourly financial planning services, enabling us to help more people, more economically, during this difficult period."

Brian Pon, CFP, a principal in the firm and an Enrolled Agent, was invited to address his peers at a recent meeting of the East Bay Association of Enrolled Agents. Pon's topic was Working With Your Clients' Financial Advisors and Institutions: Tips for the Tax Professional and Tips for the Client. Pon spoke about how improved communication and collaboration among tax and financial advisors can improve the client's overall tax situation and help with tax strategies. "Financial professionals who work with clients want to provide excellent service and value," said Pon. "The reality is that we can all be more effective if we collaborate with our clients' other trusted advisors."

In addition to his financial planning practice, Pon teaches financial planning seminars at the University of California - Berkeley. He also teaches tax planning and mentors students in the graduate financial planning program at Golden Gate University. As a volunteer for Consumer Credit Counseling Service of the East Bay, he conducts seminars on budgeting, cash and debt management and introductory investing.

For more information about the Financial Connections Group, contact Jill Hollander at jill@financialconnections.com or visit www.FinancialConnections.com .

About Financial Connections Group, Inc.
Founded by Jill D. Hollander, MBA, CFP™, Financial Connections Group, Inc., offers fee-only financial services for individuals, non-traditional and traditional couples, family trusts and small businesses. The firm strives to help clients integrate their image of the future with their financial resources through a trusting, fiduciary relationship. Services include investment management, retirement/transition planning, long-term care planning, estate planning, hourly financial planning, risk management and tax planning and preparation. Hollander, who is also a Chartered Retirement Planning Counselor™ (CRPC), has been ranked among the top 25 independent Bay Area wealth advisors by Winner's Circle for the San Francisco Business Times and has been recognized by Wealth Manager magazine for her contributions to, and mentoring of, women in the financial advisor profession.
SOURCE Financial Connections Group, Inc.


Wednesday, June 25, 2008
Marin Businesswoman Receives Dual Recognition
Nationally and Locally As Top Wealth Manager/Advisor

San Rafael resident Jill Hollander, who heads the Corte Madera-based financial planning and investment firm Financial Connections Group, Inc., has been named one of 50 Distinguished Women nationwide by Wealth Manager magazine, and as one of the Top 25 Independent Wealth Advisors in the Bay Area by San Francisco Business Times Winner's Circle.

Hollander, whose firm offers fee-only financial services for individuals, non-traditional and traditional couples, family trusts and small businesses, was recognized by Wealth Manager for her contributions to and mentoring of women in the financial advisor profession.  Her rank as one of the top 25 independent Bay Area wealth advisors was based on criteria that was both quantitative (assets and revenues) and qualitative (compliance records, discussion with management and peers, telephone and in-person interviews) by Winner's Circle for the San Francisco Business Times.  The Winner's Circle is an organization of outstanding advisors and industry leaders who promote best practices in the industry and the value of professional advice to the investing public. "I am honored that my work in carrying out our company mission at Financial Connections has been recognized by such outstanding organizations," said Hollander.  "We work hard to cultivate an atmosphere of mutual respect with our clients, which leads to responsible decisions that integrate our clients image of their future with their financial resources."

Financial Connections Group has $130 million in assets under management and offers fee-only financial services.  Founded in 1995, the company recently moved its headquarters to Corte Madera at 21 Tamal Vista Boulevard, and retains its original office in Berkeley. Hollander, who has more than 20 years of financial services experience, holds an MBA in Finance from Golden Gate University and a BA degree from University of Arizona.

 

 

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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

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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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