Rocket Fuel

graduate: Faculty

Brian Pon, EA, CFP
Title:
Adjunct Professor, Finance
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 firm’s 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 University’s 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 Aren’t 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 O’Brien, December 2006

  • Smart Money Magazine
    “Don’t Fall in Love with These Funds” by Elizabeth O’Brien, March 2010
    “Retirement Retooled: The Almost-There Portfolio” by Elizabeth O’Brien, 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 O’Brien, October 2007
    “Behind the Star System” by Elizabeth O’Brien, December 2006

  • MarketWatch (online)
    “You’ve 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