Brooklyn Fi

Brooklyn Fi

Financial Services Brooklyn, New York, United States 19 employees
Employees
19
Contacts
3
Emails
3
Phones
1

Brooklyn Fi Overview

Headquarters
Brooklyn, New York, United States
Website
brooklynfi.com
Industry
Financial Services
Employees
19
Founded
2017
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Brooklyn Fi

Brooklyn Fi is a full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence. We're based in Brooklyn but have employees and clients all over the world. We help our clients get their financial lives together, make smart moves with the money they have, and make smart plans for what's to come. We advise on a vast array of strategies in our comprehensive financial planning process. The F.I. in Brooklyn F.I. stands for Financial Independence. The central idea at the core of our planning practice is that money is just a tool to live your best life. We know something most financial advisors and planners don’t know—that a passion is more important than a salary. We like to think that we specialize in turning side hustles into nest eggs. As financial planners, we seek to provide a holistic picture of your net worth and a path to financial independence at any age. We’ll take care of everything from raising your credit score to funding your retirement. By becoming a Brooklyn FI client, you're joining a network of creative and technology professionals who are succeeding, not just scraping by.

Brooklyn Fi Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
1
33.3% coverage

Brooklyn Fi Org Chart

Sample employees and titles
Name Title Contact
Shane Mason, Cpa, Cfp Financial Planner Helping Tech Founders Manage Their Wealth, Invest Wisely, and Reach Financial Independence.
Email
Gregg Gillaspy, Cpa, Cfp Tax Manager at Brooklyn Fi
Email
Daniel Beyer, Cpa Cepa Director of Tax and Accounting
Email Phone

Employees by Management Level

Associate / junior 3 profiles
Senior / Lead 2 profiles
Individual contributor 2 profiles
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 1
Executive 1 1 0
General 1 1 0

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