Financial Connections Group, Inc.

We believe each journey begins with a plan of what you want your future to look like. Many of our clients are approaching retirement while others have already made the transition.

We offer the following services: 

  • Ongoing Investment Management that includes financial planning, retirement coaching, tax planning, Medicare and long-term care consulting
     
    • Also available - socially conscious investments
       
  • Financial planning - no minimum net worth or income requirement
     
  • Specialize in serving the LGBTQ community and non-traditional families

Please call or visit us at www.FinancialConnections.com

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2608 9th St Ste 302 Berkeley, CA 94710-2577 Phone: (510) 849-4667

Primary Office

21 Tamal Vista Blvd Ste 105 Corte Madera, CA 94925-1186 Phone: (415) 924-1091

Other Offices

201 Spear St Ste 1100 San Francisco, CA 94105-6164 Phone: (415) 924-1091
2608 9th St Ste 302 Berkeley, CA 94710-2577 Phone: (510) 849-4667