Apella Wealth, a financial advisory and wealth management firm serving individuals, families and businesses, announced that Financial Connections Group, headquartered in Larkspur, Calif., has joined Apella. This partnership broadens Apella’s West Coast footprint and enhances its ability to serve clients through expanded planning expertise and accomplished talent.
Founded in 1994, Financial Connections is a fee-only, fiduciary firm with more than 30 years of experience offering financial planning, retirement planning and investment management services to individuals and families through a team-based approach. Guided by its mission to “Aspire. Empower. Achieve.,” the firm is committed to integrating clients’ visions for the future with their financial resources. The firm operates offices in Larkspur, San Francisco and Berkeley, Calif. Financial Connections partners Jill Hollander, Brian Pon and Kai Bogdanovich will join Apella alongside the entire Financial Connections
