Brian Pon, CFP - Financial Connections Group

Presidio Financial Partners is an independent firm that offers wealth management and corporate finance services. The company specializes in providing financial advisory services to entrepreneurs and their families. Its principal investing group, Presidio Investors, provides flexible investment capital. The company s corporate advisory group, Presidio Merchant Partners provides strategic and financial advisory services, including mergers and acquisitions. Its personal wealth advisory group, Presidio Wealth Management represents individuals, families and their charitable entities and provides financial advice. Presidio Merchant Partners executes private placement services for emerging growth companies with revenue from $20 million to $200 million. Founded in 1997, the company s staff specializes in minority investments in privately held and publicly traded companies.

Blume Capital Management, founded by Jim Blume in 1993, offers investment advisory and financial planning services with a focus on a disciplined long-term approach to asset growth and protection. The firm prides itself on providing personalized financial counsel in a non-institutional setting, emphasizing value-oriented, research-driven investing to navigate volatile markets. With decades of investment experience, Blume Capital aims to build enduring relationships with its clients, prioritizing clear communication and understanding of individual goals. The firm is dedicated to acting in its clients' best interests, helping them focus on what matters most in their financial lives. Generated from the website

Focus YouNiversity is a financial planning and coaching company based in Foster City, CA, offering advice and guidance in a non-judgmental, shame-free environment to help individuals build the life they desire. Their No-Guilt Process empowers clients to make informed decisions based on knowledge, wisdom, and confidence, eliminating the influence of greed, fear, habit, or media noise. Founded by William Pitney, a financial planner and coach, Focus YouNiversity takes the time to understand each client's background, financial experience, and future plans, allowing them to tailor their services to individual needs. With a commitment to helping clients achieve their financial goals and feel confident about their money, Focus YouNiversity provides a supportive and educational approach to financial planning.Generated from the website