Rocket Fuel

Faculty: Brian Pon

faculty bio
Brian Pon, EA, CFP
Title(s):
Adjunct Professor

Finance

School:
Campus:
San Francisco
  • 415-442-6500

Brian has been a tax professional since 1997 and a financial advisor and investment manager since 2000 when he joined Financial Connections Group, Inc., a fee-only financial advisory firm in Marin County and Berkeley, introducing tax services as part of the firms offerings. He works with individuals, trusts, families, and small businesses. Areas of expertise include financial planning, investment management, tax planning, retirement planning, working with unmarried couples, and establishing and maintaining retirement plans for small businesses.

 

In addition to his financial planning practice, Brian is an adjunct professor in the Ageno School of Business for Golden Gate Universitys Financial Planning Program. Brian is an engineer by training. He graduated from the University of California, Berkeley, with a degree in Engineering Physics. Before becoming a financial advisor, Brian spent nine years at the Lawrence Berkeley National Laboratory, researching the effects of energy use on the environment.

COURSES TAUGHT

FIN 425
Tax Planning

EDUCATION

Certified Financial PlannerTM (CFP)

IRS Special Enrolled Agent (EA)

PFP Personal Financial Planning, University of California Berkeley

BS (engineering physics), University of California Berkeley

PROFESSIONAL ASSOCIATIONS

Financial Planning Association (FPA)

National Association of Personal Financial Advisors

National Association of Tax Professionals

California Society of Enrolled Agents

East Bay Association of Enrolled Agents

Course Instructor, Internal Revenue Service

Basic Tax Law Instructor: Contra Costa College, U.C. Berkeley, Golden Gate University

Volunteer Seminar Instructor, Consumer Credit Counseling

Services of the East Bay workshops

MEDIA AND INTERVIEWS

Wall Street Journal
Saving Strategies for Older Singles by Anne Tergesen, August 28, 2011
The Price of Green by Anna Prior, October 5, 2009

The Baltimore Sun
Prince William and Kate Arent the Only Twentysomethings Getting Married by Eileen Ambrose, April 24, 2011

Investment Advisor
College Savings: Do Your Homework by Marlene Y. Satter, August 2010
Behind the Star System by Elizabeth OBrien, December 2006

Smart Money Magazine
Dont Fall in Love with These Funds by Elizabeth OBrien, March 2010
Retirement Retooled: The Almost-There Portfolio by Elizabeth OBrien, May 2009

TD Ameritrade Enlightened Investor (also TD Ameritrade Individual Investor)
Recovery for Your Retirement by Anita Slomski, Spring 2009

InvestmentNews
Value Picked to Outperform Growth Over 12 Months by Jeff Benjamin, October 5, 2008

CFP Board Report
Diversity and Financial Planning I: The Profession by James Geary, July 2008
Diversity and Financial Planning II: The Clients by James Geary, August 2008

MSN Money (online)
6 Smart 401(k) Moves for Rough Times by Timothy Middleton, April 1, 2008
The 5 Biggest 401(k) Blunders by Timothy Middleton, January 30, 2007

Financial Planning Magazine
Do the Rich Enrich? by Elizabeth OBrien, October 2007
Behind the Star System by Elizabeth OBrien, December 2006

MarketWatch (online)
Youve Got Assets: Ten ways to supercharge your cash flow and avoid credit woes by Chris Plummer, October 25, 2007

FPA Planner
FPA Practicum a Smashing Success by James Geary, March 2007

Consumer Reports Money Advisor
Taxes on Retirement Plan Withdrawals, April 2005

Business Section, Oakland Tribune
Couples Wrestle with Financial Union by Nicholas Yulico, February 4, 2005
Act Quickly to Lock in Tax Savings by Nicholas Yulico, December 17, 2004