Pontes Financial Group, Ltd.Pontes Financial Group, Ltd. My AccountContact UsInvestment Philosophy510-268-4886

About Us

Frequently Asked Questions

  • Where are you located?
     We are located in downtown Oakland on 13th Street in downtown Oakland, between Broadway and Franklin. Our address is:
    414-13th Street Suite 400
    Oakland CA 94612
  • What are the hours for contacting people in your office?
     Our office hours are Monday through Friday, 8 AM - 5PM PST, excluding most holidays.
  • How do I contact the Pontes Financial Group staff?
    We can be reached at (510) 452-9144. Our company directory is as follows:
    • Avi Ben-Zaken ext. 110
    • Doris Jones ext. 101
    • Eric Cress ext. 107
    • Frank Sanders ext. 104
    • LaDonna Duhon ext. 106
    • Mark Vuong ext. 102
    • Melinda Burnham ext. 103
    • Yolanda Milanez ext. 100
  • I am interested in your lending services. Whom do I contact?
    Please contact Frank Sanders at (510) 452-9144 ext. 104.
  • I am interested in your Financial Advising services. Whom do I contact?
    Please contact Mark Vuong or LaDonna Duhon at (510) 452-9144.
  • I am interested in your Estate Planning services. Whom do I contact?
    Please contact Mark Vuong or LaDonna Duhon at (510) 452-9144.
  • I am interested in purchasing life insurance. Whom do I contact?
    Please contact Mark Vuong or LaDonna Duhon at (510) 452-9144.
  • How do I open an account?
    If your are interested in opening a new account with us, please contact Mark Vuong or LaDonna Duhon at (510) 452-9144.
  • How do I transfer my account?
    If you would like to transfer assets between your account, please contact Mark Vuong or LaDonna Duhon at (510) 452-9144.
  • How do I deposit funds into my Schwab account?
    You may deposit funds to your Schwab account by check or by wire:

    By Check:
    Please make your check payable to the name on your account and reference your eight-digit Schwab account number on the check. Please mail your check to:

    Charles Schwab & Co Inc
    Institutional Service Group
    Attn: NorCal Team 
    P.O. Box 52013
    Phoenix, AZ 85072-9749

    By Wire:
    Please provide your financial institution with the wire instructions listed below. Please note that all lines are required to effectuate the transfer.
    Wire to:

    Citibank NA
    111 Wall St.
    New York, NY 10043
    ABA #021000089
    FBO Charles Schwab & Co., Inc.
    101 Montgomery St., San Francisco, CA 94104
    A/C #4055-3953

    For the Account of:
    The name on your Schwab Account Here
     Schwab A/C #: Your eight-digit account number here

    For assistance, please contact Mark Vuong at (510) 452-9144 ext. 102.

  • Can I access my account online?
    Yes. Please log in to the secure site to view your recent portfolio reports and recent portfolio news.
    If you are an investment management client and would like to create a web account, please e-mail your request to info@pontesfinancial.com
  • I forgot my password and/or user name. How do I obtain that information?
    If you have forgotten your password or user name, please contact Mark Vuong at (510) 452-9144 ext. 102.
  • I am a borrower. When will I receive my 1098?
    1098s are mailed to borrowers on January 31st. Please give this document to your tax preparer.
  • I am a mortgage investor. When will I receive my 1099?
    1099s are mailed to mortgage investors on January 31st. Please give this document to your tax preparer.
  • Will I receive a 1099 if my mortgage investment is through my non-qualified retirement account?
    Yes you will receive a 1099 for your non-qualified investment; however, it is for information purposes only. 

FACT #6: INFORMED

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PFG has invested in and developed an infrastructure that closely monitors investment results. We believe that financial decisions should always be driven by the most current facts, and we go out of our way to inform clients and investors.