Ally Jane (AJ) Ayers CFP®, CEP
Ally Jane (AJ) Ayers is a Co-Founder of Brooklyn Fi, a financial planning firm specializing in tech professionals and creatives. She's a CERTIFIED FINANCIAL PLANNER™, an Enrolled Agent, and a Certified Equity Professional known for making complex financial concepts accessible.
Through her expertise in equity compensation and tax planning, she has helped numerous clients transform IPO windfalls into paths to financial independence. AJ is also a financial writer, speaker, and co-host of The Liquidity Event podcast and author of the Substack newsletter Money Changes Everything.
Expanded Bio
AJ Ayers is the Co-Founder of Brooklyn Fi, where she combines her background in writing and editing with deep financial expertise to help tech professionals and creatives build lasting wealth. After watching many friends in their 20s succeed creatively while struggling financially, she was inspired to launch a financial education podcast and pursue her CERTIFIED FINANCIAL PLANNER™ designation.
Her specialized knowledge in equity compensation and tax planning has helped guide clients through numerous IPOs and liquidity events. Beyond her CFP® certification, she holds credentials as an Enrolled Agent and Certified Equity Professional. She's known for her ability to break down complex financial concepts into digestible pieces, exemplified by her co-hosting of The Liquidity Event podcast with Shane Mason.
Ally Jane has been featured in publications like The Information, Cheddar, and The Journal of Accountancy. She regularly speaks at industry-recognized conferences and has appeared as a guest expert on multiple podcasts discussing equity compensation, tax strategy, and financial planning.
BKFI’s Company Bio
Brooklyn Fi (BKFi) is a fast-growing, fully remote RIA serving tech employees and founders nationwide. With in-house CPAs and CFP® professionals, BKFi specializes in equity compensation, tax strategy, and investment management: helping clients navigate complex financial decisions around stock options, RSUs, and liquidity events.
Name Pronunciation
AL-ee JAYN AY-erz
Hi-Res Headshots
Additional Photos
Hello Prenup Podcast
Wall Street Journal Feature
Cheddar News feature
speaker at engage aicpa
Past Speaking Appearances
Panel Member at AICPA + CIMA Personal Financial Planning Summit 2023
AICPA ENGAGE Speaker 2023 “Equity Compensation Planning for Executives”
Speaker XYPN Conference 2022, 2023, 2024
Selected Features
NY Mag: “How Many New Yorkers Are Secretly Subsidized By Their Parents?”
It’s a video but this is a banger: The Money Behind 'The Sopranos' Family: Financial Expert Breaks It Down
The Creative Independent: Financial Planning for Creative People
New York Times: https://www.nytimes.com/2023/02/10/your-money/layoffs-finance-money-tips.html
40 under 40 rising stars: https://www.investmentnews.com/best-in-wealth/best-wealth-managers-advisors-under-40-in-the-usa-rising-stars/258176
23 best advisors for millennials: https://www.businessinsider.com/best-financial-advisors-for-millennials-power-players-2020-11
Selected Writing
Money Changes Everything, Substack
Stretching Your Dollar: Simple Ways to Boost Your Credit Score, Cheddar.
Make Time for This Tax Secret, The Information.
How to Survive the Downturn Without Losing Your Shirt, The Information.
FIRE-d Up for Early Retirement, The Journal of Accountancy.
Podcast Appearances
Co-host of The Liquidity Event podcast
The Long Term Investor https://www.youtube.com/watch?v=bQC9P367g3E
Slate’s WORKING Podcast https://slate.com/podcasts/working/2024/06/money-advice-freelancers-retirement-taxes-home-ownership
Only Fee-Only podcast: https://open.spotify.com/episode/6O0gPV2MTx1BavFpEMqTaa?si=amjg0leJQ5mOd-T2xwZ_iA&nd=1&dlsi=b9a99f4e3cf342c8
