Financial Connections Group, Inc.

Kimberly Wohler is a CFP® professional with 18 years of experience at Financial Connections Group, Inc. She is based in Larkspur, CA, and works as part of a five-advisor team. Financial Connections Group, Inc. is a fee-only, SEC-registered advisory firm serving a diverse client base including individuals, couples, trusts, estates, endowments, and small businesses. The firm employs a global core-satellite investment approach, provides both financial planning and discretionary investment management, and has offered socially responsible investing since the late 1990s.

Brian Pon is a CFP® professional with 18 years of experience, currently serving at Financial Connections Group, Inc. since 2000. He is based in Larkspur, CA, and is part of a five-advisor team. Financial Connections Group, Inc. is a fee-only, SEC-registered advisory firm managing approximately $624.6 million for about 331 clients. The firm serves individuals, couples—including non-traditional and LGBTQ clients—trusts, estates, endowments, and small businesses, offering both financial planning and discretionary investment management using a global core-satellite approach with an emphasis on team-based portfolio design and client involvement.

Jill Hollander is a CFP® professional with 18 years of industry experience at Financial Connections Group, Inc., where she has worked since 1994. She is based in Larkspur, CA, and is part of a five-advisor team. Financial Connections Group, Inc. is a fee-only, SEC-registered advisory firm serving individuals, couples—including non-traditional and LGBTQ clients—as well as trusts, estates, endowments, and small businesses. The firm uses a global core-satellite investment approach, emphasizes team-based portfolio design and client involvement, and has offered socially responsible investing since the late 1990s.

Jennifer Coffey Smith is a financial advisor with Financial Connections Group, Inc. in Larkspur, CA, holding CFP® and Series 63 designations with 12 years of industry experience. She has worked at Financial Connections Group from 2013 to 2026 and has been with Apella Wealth since 2026. Financial Connections Group, Inc. is a fee-only, SEC-registered advisory firm serving individuals, couples—including non-traditional and LGBTQ clients—trusts, estates, endowments, and small businesses. The firm manages roughly $624.6 million for about 331 clients, employing a global core-satellite investment approach and emphasizing team-based portfolio design and client involvement.

Flavia Kirz is a CFP® professional with over seven years of experience in financial advising. She has worked at Financial Connections Group, Inc. since 2020 and previously held roles at Apella Wealth, Branson School, and the Kiddo! Mill Valley Schools Community Foundation. Financial Connections Group, Inc. is a fee-only, SEC-registered advisory firm serving individuals, couples—including non-traditional and LGBTQ clients—trusts, estates, endowments, and small businesses. The firm manages approximately $624.6 million for about 331 clients, using a global core-satellite investment approach and emphasizing team-based portfolio design and client involvement.