October 10, 2011
Financial Connections Financial Planner Chris Remedios Receives
Divorce Financial Analyst Designation
Corte-Madera professional provides hourly planning services
Chris Remedios, 50, a financial planner with Corte-Madera based Financial Connections Group has become a Certified Divorce Financial Analyst™ (CDFA™). Remedios works with clients who use the firm’s hourly divorce and financial-planning services.
“Transitioning from married to unmarried can be a difficult process emotionally and financially,” said Remedios. “At Financial Connections, we help clients sort through the options and how decisions will impact them not only now, but decades from now,” she added.
Remedios passed the CDFA™ exam in September. She graduated with distinction from the Financial Planning program at University of California, Berkeley, and passed the Certified Financial Planner exam in November 2008. She is an active member of the Career Committee of the San Francisco Financial Planning Association and volunteers her time at WISE (Women's Initiative for Self-Employment).
She holds a bachelor’s degree in Management Science, with a minor in Applied Mechanics, from the University of California, San Diego.
About Financial Connections
Financial Connections Group, Inc., offers fee-only financial services for individuals, traditional and nontraditional couples, family trusts and small businesses. Among the services it offers are investment management, retirement planning, divorce financial analysis, long-term care and estate- planning; and hourly financial planning. Founded in 1995, Financial Connections is headquartered in Corte Madera, Calif., and has an office in Berkeley. Jill Hollander, founder and principal of the company, was named in 2008 as 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.
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 firstname.lastname@example.org 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, divorce financial analysis, 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."
Besides being a Certified Financial Planner and a Chartered Retirement Planning Counselor, Hollander recently became a Certified Divorce Financial Analyst, trained in the complexities of divorce finances. "With my background in financial planning and investment management, I can help both traditional and non-traditional couples that are divorcing to identify options for a financial settlement." she said. 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.