John Owens, CFP®, EA, ECA, CPWA®

John Owens is Brooklyn Fi's Managing Partner. With over a decade of experience in financial planning, John’s expertise in advanced topics like equity compensation, retirement, and tax planning is unparalleled.

As a frequent speaker at financial planning conferences, John is a thought-leader in the space. John’s approach to financial planning is unique in that he combines self-deprecating humor with unique technical knowledge. You won’t find anyone so nerdy about taxes with such high emotional intelligence.

Expanded Bio

John Owens, CFP, CPWA, EA is the Managing Partner at BKFi, where he leads the firm’s planning strategy with technical expertise and a clear vision for the future of financial advice. With over a decade of experience, John specializes in equity compensation, retirement planning, and tax strategy. He’s a frequent and engaging speaker at industry conferences, especially within NAPFA, where he’s known for making even the most complex topics relatable (and surprisingly funny).

John’s passion for financial planning started early—he opened his first Roth IRA in high school to optimize his FAFSA. He launched his professional career in tax preparation and financial planning and was the 2015 national champion of the FASTech Cup Financial Planning Case Study Competition.

Whether he’s breaking down the latest tax code changes or helping clients make thoughtful life decisions, John combines deep technical knowledge with rare emotional intelligence. He’s a true thought leader—and likely the only person who can make taxes feel like stand-up comedy.

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 with clarity, precision, and personalized, objective advice.