Tax Talk with Larry

Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.

Mark Brownstein is regarded as a “trusted advisor”. As an advisor, Mark has built his career based on education. He is an independent provider of comprehensive and competitive Medicare solutions. Mark has extensive experience working with individuals, financial planners, attorneys, medical offices, pharmacies, veterans, HR professionals and CPA and tax professionals to implement Medicare solutions to meet clients’ changing needs. A three-time president of his local Financial Planners Association (FPA), Mark has been recognized as an energetic leader who is both committed to the highest fiduciary standards and to building a team focused on exemplary customer service.