Business Details
32 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Since 1994, Financial Connections has been dedicated to helping individuals and families build secure financial futures. As fiduciaries, we prioritize client interests above all else, offering fee-only financial planning and investment services tailored to unique life circumstances. Our team-based approach ensures clients benefit from multiple perspectives, combining decades of experience with personalized attention. We specialize in addressing the needs of the LGBTQ+ community, unmarried households, and clients seeking socially responsible investing options.Our mission centers on aligning financial resources with personal values while maintaining transparency and trust. Through ongoing communication and adaptive strategies, we guide clients through life's transitions, from retirement planning to estate management. Our commitment to social progressivity and ethical investing principles has positioned us as trusted advisors in the San Francisco Bay Area. With offices in Larkspur, Berkeley, and San Francisco, we serve clients through both traditional and digital platforms.
Services
Financial Planning
Investment Management
Retirement Planning
Specialties
Fee-Only Services
Socially Responsible Investing
LGBTQ+ Financial Planning
Estate Planning
Retirement Income Strategies
Digital Investment Management
Details
- Year established: 1994
Highlights and features
- We are fiduciaries committed to your best interests
- Team approach ensures comprehensive financial strategies
- Specialize in LGBTQ+ and non-traditional family planning
- Offer socially responsible investment options since 1994
- Provide both traditional and digital investment platforms
What people say
Personalized attention
Expertise in LGBTQ+ planning
Socially responsible options
Team approach benefits
Long-term trust relationships
Services
Financial Planning
Our financial planning services help clients align their financial resources with personal goals through comprehensive strategies. We address risk management, estate planning, tax optimization, and retirement preparation while considering individual values and life circumstances. Our fiduciary approach ensures recommendations prioritize client interests above all else.
Investment Management
We offer customized investment portfolios and automated digital solutions designed to match individual risk tolerance and financial objectives. Our strategies emphasize diversification, risk management, and long-term growth while maintaining transparency about fees and investment choices. Both traditional and ESG-focused options are available.
Retirement Planning
Our retirement planning services focus on creating sustainable income strategies and managing life transitions. We help clients optimize Social Security benefits, coordinate healthcare planning, and develop withdrawal strategies that balance current needs with long-term security while addressing unique family situations.
Specialties
We specialize in serving the LGBTQ+ community, unmarried individuals, and non-traditional families with tailored financial solutions. Our socially responsible investing expertise helps clients align portfolios with personal values through ESG and impact investment strategies developed since the 1990s.
Fee-Only Services
As fee-only advisors, we maintain complete transparency with no hidden costs or commissions. Clients pay directly for services through hourly rates or flat fees, ensuring our recommendations remain unbiased and focused solely on providing maximum value to clients without conflicts of interest.
People
Brian Pon Kai Bogdanovich
Financial Advisor
With extensive experience in financial planning, Brian specializes in creating personalized strategies for diverse family structures and socially conscious investors.
Jill D. Hollander
Financial Advisor
Jill focuses on retirement transition planning, helping clients navigate life changes while maintaining financial security through comprehensive, values-aligned strategies.
Jenny Coffey Smith
Financial Advisor
Jenny specializes in working with women and LGBTQ+ clients, providing tailored financial solutions that address unique planning challenges and opportunities.
Kim Wohler
Financial Advisor
Kim brings expertise in investment management and socially responsible investing, helping clients align portfolios with both financial goals and personal values.
Flavia Kirz
Financial Advisor
Flavia focuses on estate planning and tax optimization strategies, ensuring clients' financial legacies align with their personal wishes and family needs.
Questions
What services does Financial Connections offer?
We provide financial planning, investment management, retirement planning, and specialized services for LGBTQ+ clients and socially conscious investors.
Are you fiduciaries?
Yes, we are legally obligated to act in your best interests as fiduciaries at all times.
How are you compensated?
We operate on a fee-only basis with no commissions, referral fees, or hidden costs for transparent financial planning.
Do you work with non-traditional families?
Yes, we specialize in financial planning for LGBTQ+ individuals, unmarried couples, and diverse family structures.
What is ESG investing?
ESG investing considers environmental, social, and governance factors alongside financial performance to align portfolios with personal values.
How do you handle retirement planning?
We create personalized retirement strategies addressing income needs, healthcare costs, and legacy planning while managing life transitions.
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