Brooklyn Fi
Brooklyn Fi is a full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence. We're based in Brooklyn but have employees and clients all over the world. We help our clients get their financial lives together, make smart moves with the money they have, and make smart plans for what's to come. We advise on a vast array of strategies in our comprehensive financial planning process. The F.I. in Brooklyn F.I. stands for Financial Independence. The central idea at the core of our planning practice is that money is just a tool to live your best life. We know something most financial advisors and planners don’t know—that a passion is more important than a salary. We like to think that we specialize in turning side hustles into nest eggs. As financial planners, we seek to provide a holistic picture of your net worth and a path to financial independence at any age. We’ll take care of everything from raising your credit score to funding your retirement. By becoming a Brooklyn FI client, you're joining a network of creative and technology professionals who are succeeding, not just scraping by.
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Verified contacts
22
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
2
tools in use
Monthly traffic
1.6K
organic / mo
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- KS
Kody Sherlund
Senior Financial Planner · Finance & Accounting
EmailPhone - KD
Kelsey Dumo
Senior Tax Associate · Finance & Accounting
EmailPhone - CF
Caitlin Fastiggi
Director of Financial Planning · Finance & Accounting
EmailPhone - DB
Daniel Beyer
Director of Tax · Finance & Accounting
EmailPhone - EP
Emily Purdon
Director of Operations · Operations
EmailPhone - AD
Arielle Dworetsky
Marketing and Content Lead · Advertising & Marketing
EmailPhone - EZ
Eduard Zolotarev
Senior Financial Planner · Finance & Accounting
EmailPhone - KR
Kurtis Rohlf
Senior Financial Planner · Finance & Accounting
EmailPhone - MT
Melanie Taylor
Senior Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 22 verified contacts
Top roles at Brooklyn Fi
14 distinct titles indexed · top 10 shown.
- 5senior financial planner
- 2financial planning associate
- 2marketing and content lead
- 2tax associate
- 1- -
- 1associate financial planner
- 1chief executive officer
- 1director of financial planning
- 1director of operations
- 1director of tax
- +4more titles
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