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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Shane Mason, Cpa, Cfp | Financial Planner Helping Tech Founders Manage Their Wealth, Invest Wisely, and Reach Financial Independence. | Brooklyn, New York, United States |
Email
|
| Gregg Gillaspy, Cpa, Cfp | Tax Manager at Brooklyn Fi | Columbia, Missouri, United States |
Email
|
| Daniel Beyer, Cpa Cepa | Director of Tax and Accounting | Rochester, New York, United States |
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 | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 1 |
| Executive | 1 | 1 | 0 |
| General | 1 | 1 | 0 |