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 Brooklyn Fi, where he leads the firm’s financial planning strategy. With more than a decade of experience, John focuses on equity compensation, retirement planning, and tax strategy, helping clients make thoughtful decisions when the stakes are high.

John got interested in financial planning early. He opened his first Roth IRA in high school, partly out of curiosity and partly to optimize his FAFSA. He started his career in tax preparation and financial planning, which gave him a strong technical foundation and an appreciation for how much real life shows up in money decisions. In 2015, he was the national champion of the FASTech Cup Financial Planning Case Study Competition.

He is a frequent speaker at industry conferences, especially within NAPFA, and is known for making complex topics approachable without dumbing them down. Whether he is walking through changes to the tax code or helping someone think through a long-term plan, John has a way of explaining things that feels clear, grounded, and surprisingly engaging.

At Brooklyn Fi, John is known not just for his technical depth but also for his emotional intelligence and steady presence. He helps clients weigh tradeoffs, timing, and personal priorities alongside the numbers. He is widely respected in the profession and is very possibly the only person who can make a serious conversation about taxes feel genuinely enjoyable.

Short Bio

John Owens, CFP®, CPWA®, EA is the Managing Partner at Brooklyn Fi, where he specializes in equity compensation, retirement planning, and tax strategy. With more than a decade of experience, he helps clients navigate complex financial decisions with clarity and confidence.

John is known for his ability to explain technical topics in a way that feels approachable and even enjoyable. He’s a frequent speaker at industry conferences, particularly within NAPFA, and brings a thoughtful, steady perspective to both client work and the broader conversation around modern 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 with clarity, precision, and personalized, objective advice.