Lawrence K. Pon,  CFP<sup>&reg;</sup> - Financial Advisor

Lawrence K. Pon, CFP®

CPA/PFS,

CPA/PFS, CFP, EA, USTCP

Pon & Associates

274 Redwood Shores Pkwy
Redwood City, CA 94065-1173
FINANCIAL ADVISOR'S WEBSITE
(650) 264-8138

General

Lawrence Pon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pon & Associates in Redwood City, CA and the surrounding communities.

Financial Advisor Overview

Full service fee only tax and financial planning.

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Financial Advisor Experience

Been providing comprehensive tax and financial planning advice since 1986.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - Enrolled Agent

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

None. I do not manage money nor sell any products.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Business Taxes, Estate Planning, Employee Benefits, Retirement, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources