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Financial Connections Team


Jill Hollander of Financial Connections

Jill D. Hollander Jill is a fee-only Certified Financial Planner™ Professional, a Chartered Retirement Planning CounselorSM and a Certified Divorce Financial Analyst™. She is a principal at Financial Connections Group, Inc. with offices in Corte Madera and Berkeley. Jill began her work in financial planning and investment management in 1993.

TEACHING

  • 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

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

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

  • Teaches tax planning for Golden Gate University’s Financial Planning Program
  • Mentors financial planning students in the Golden Gate University’s Financial Planning Program
  • Conducts seminars for the Consumer Credit Counseling Service of the East Bay (now a division of Money Management International) CCSEB / California Northern Centers for Financial Education 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 where he researched the effects of energy use on the environment at Lawrence Berkeley National Laboratory for nine years.

 


Chris Remedios Chris is the newest member of the Financial Connections team, having joined the firm in March 2009. She works with clients who use the firm’s hourly financial planning services.

With a background that spans financial services and community and nonprofit organizations, Chris has applied her project management abilities and strong mathematical aptitude across all disciplines throughout her career.

She graduated with distinction from the Financial Planning program at University of California, Berkeley, and passed the Certified Financial Planner exam in November 2008. To feed her passion for financial planning and education, she serves as a member of the SF-FPA Career Committee 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. This gives her the distinction of being the second person at Financial Connections to have an engineering background and get a thrill from working with numbers!

 


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 and a Registered Tax Preparer.

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.

 

   
       
   


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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