Pollock Financial Group has been serving ultra-affluent individuals and corporations with financial planning services since 1960. Our team approach often involves selected tax partners from the Frank, Rimerman + Co. LLP accounting firm as well as qualified attorneys in addition to the Pollock team—and our specialization draws from a well of more than 50 years of our own experience. PFG is supported by more than 125 other independent Member Firms of M Financial Group across the country; everything we do to build the right plan for our clients is done with a commitment to delivering the insight and perspective that our clients deserve.
We’ve provided diversified financial services to more than two thousand clients, including senior executives from HP, Clorox, Syntex, Homestake Mining and Applied Materials. We have also designed and implemented executive and employee plan services for companies such as Fujitsu as well as professional firms such as Farella Braun & Martel LLP, Frank, Rimerman + Co. LLP.
The Securities and Exchange Commission (SEC) requires that partial client lists be selected using an objective methodology and that the methodology be disclosed. In order to comply, clients were selected based on name recognition and not performance. The listing on these institutions is not meant to imply that they endorse Kalinowsky Asset Management or the services provided. Private clients are confidential and not disclosed.