Brian Pon
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- Full Name
- Brian Pon, CFP®, EA
- Title
- Senior Financial Advisor
- Firm
- Apella Wealth / Apella Capital, LLC
- Firm Type
- Fee-only registered investment adviser / wealth management firm
- Investment Stage
- Public-market investment management and financial planning for advisory clients; no verified public source found supporting the stub classification as a seed-stage angel investor
- Target Company Profile
- Individuals, families, unmarried couples, and small businesses needing financial planning, investment management, tax planning, retirement planning, and retirement-plan setup/maintenance
- Sector Focus
- Personal financial planning, investment management, tax planning, retirement planning, small-business retirement plans
- Geographic Focus
- San Francisco Bay Area / Larkspur, California
- Location
- 1100 Larkspur Landing Circle #355, Larkspur, CA 94939
Background
Brian Pon is a Senior Financial Advisor with Apella Wealth’s Bay Area team. Financial Connections Group joined Apella Wealth in 2026, and Pon continued serving clients there as part of the Bay Area team. His Apella profile describes him as a fee-only Certified Financial Planner™ professional and IRS Enrolled Agent, with expertise in financial planning, investment management, tax planning, retirement planning, unmarried-couple planning, and small-business retirement plans.
Pon joined Financial Connections Group in 2000 and worked there as a financial planner until the firm’s 2026 move into Apella Wealth. Before that, he worked as a tax preparer at H&R Block from 1997 to 2000 and as a research associate at Lawrence Berkeley National Laboratory from 1991 to 2000.
He earned a B.S. in Engineering Physics from the University of California in 1992 and completed personal financial planning coursework through University of California Extension in 1998. Since 2007, he has taught Tax Planning as an adjunct professor in Golden Gate University’s Master of Science in Financial Planning program. He previously trained tax preparers for the IRS VITA program from 2005 to 2016 and led personal-finance workshops for Consumer Credit Counseling Service of the East Bay from 1997 to 2014.
In 2020, Pon received the NAPFA Inspiring Leaders Award. His April 2026 Form ADV Part 2B lists no material disciplinary history.
Investment Thesis & Focus
- Public sources position Pon as a wealth-management and financial-planning professional, not as an institutional venture investor or publicly active seed-stage angel investor.
- His verified investment work is client advisory work: Apella lists his expertise as “financial planning, investment management, tax planning, retirement planning,” plus planning for unmarried couples and small-business retirement plans.
- His stated professional orientation emphasizes collaborative client service within Apella’s Bay Area team rather than a venture-investing thesis.
- No verified public check size, startup-investing thesis, or private-company sector mandate was found.
Notable Investments
- No verified private-company angel or venture investments were found in the public sources reviewed.
- Financial Connections Group client portfolios / Apella advisory portfolios are not public portfolio-company investments and are therefore not listed as venture investments.
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