John Owens, CFP®, EA, ECA, CPWA®

John

John Owens is a lead financial planner at Brooklyn Fi, where he helps tech professionals and creatives bring clarity to their financial lives. He brings deep experience in planning, investments, and tax strategy, empowering clients to make confident money decisions.

John is known for translating complexity into simplicity — helping founders navigate equity comp, early retirees plan drawdowns, and freelancers finally understand their quarterly taxes.

Outside of spreadsheets and strategy sessions, John is likely hiking the Arizona desert, strumming guitar chords, or contributing to The Liquidity Event podcast alongside AJ & Shane.

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BKFI’s Company Bio

100-word version:

Brooklyn Fi (BKFi) is a fast-growing, fully remote Registered Investment Advisor (RIA) serving founders, tech employees, and creatives across the U.S. Founded in 2018, BKFi brings together a team of in-house CPAs and CFP® professionals who specialize in equity compensation, tax strategy, and investment management. The firm is known for its modern, tech-forward approach and deep technical expertise. BKFi helps clients navigate stock options, RSUs, liquidity events, and complex tax scenarios with clarity and confidence. With a fee-only model and collaborative service style, BKFi provides objective advice and personalized strategies to help clients make smarter decisions and reach their financial goals.

50-word version:

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 with clarity, precision, and personalized, objective advice.

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