Ally Jane Ayers CFP®

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.

Information

Preferred name: Ally Jane Ayers, CFP®

Short Bio: Ally Jane Ayers, CFP®, Co-Founder of Brooklyn Fi

Instagram: @allyjaneg

YouTube: @AllyJaneAyers

Substack: https://moneychangeseverything.substack.com/

Expanded Bio

Ally Jane (AJ) Ayers is the Co-Founder of Brooklyn Fi, where she helps tech professionals, founders, and creatives make smart decisions with complex money, especially when equity compensation and taxes are involved. With a background in writing and editing, AJ brings a rare ability to translate complicated financial concepts into clear, practical guidance people can actually use.

Early in her career, AJ watched friends build successful creative and tech careers while feeling overwhelmed or outright stuck when it came to money. That gap between professional success and financial confidence is what pushed her to pursue the CERTIFIED FINANCIAL PLANNER™ designation and co-create The Liquidity Event, a podcast focused on real-world financial decisions, equity compensation, and tax strategy.

AJ specializes in equity compensation and tax planning and has guided clients through IPOs, acquisitions, tender offers, and other major liquidity events. In addition to her CFP® certification, she is also an Enrolled Agent and a Certified Equity Professional, giving her a deep, technical understanding of how equity and taxes actually work, not just how they are supposed to work on paper.

She is known for her direct, approachable style and for helping clients feel confident navigating high-stakes financial moments. AJ co-hosts The Liquidity Event with Shane Mason, where they break down financial news, market trends, and planning strategies without the usual jargon or fear-mongering.

AJ has been featured in The Information, Cheddar, and The Journal of Accountancy, and regularly speaks at industry conferences and events. She also appears as a guest expert on podcasts discussing equity compensation, tax planning, and modern financial decision-making.

Short Bio

Ally Jane (AJ) Ayers is the Co-Founder of Brooklyn Fi and a CERTIFIED FINANCIAL PLANNER™ who specializes in equity compensation and tax strategy for tech professionals, founders, and creatives. With a background in writing and editing, she’s known for making complex financial decisions feel clear, actionable, and far less intimidating.

AJ co-hosts The Liquidity Event podcast with Shane Mason and has guided clients through IPOs, acquisitions, tender offers, and other major liquidity events. Her work and insights have been featured in The Information, Cheddar, and The Journal of Accountancy, and she regularly speaks on modern financial planning, equity compensation, and taxes.

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

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Past Speaking Appearances

Future Proof 2025: “Creating Content Without Losing Your Mind (or Your Business)”
XYPN Live Speaker: 2022, 2023, 2024, 2025: “The “One Meeting Close: How to Streamline Your Sales Process”
Panel Member at AICPA + CIMA Personal Financial Planning Summit 2023
AICPA ENGAGE Speaker 2023 “Equity Compensation Planning for Executives”