Melanie Taylor, CFP®, ECA
Senior Financial Planner at Brooklyn Fi
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Serving Clients Nationwide
Senior Financial Planner at Brooklyn Fi
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Melanie Taylor, CFP®, ECA
Hi, I'm Melanie Taylor, Senior Financial Planner at Brooklyn FI.I'm a CERTIFIED FINANCIAL PLANNER™ with a passion for helping clients align their finances with their personal values.
I joined BKFi's financial planning team with over 3 years of experience at an RIA in Georgia and a degree in Financial Planning from the University of Georgia.
When I'm not crafting personalized financial plans, you can find me cheering on the Georgia Bulldogs, trying new restaurants, or cooking up something delicious (fun fact: I got my first cookbook when I was 5 years old!).
I love friendly competition—whether board games or sports, I'm always playing to WIN! I also enjoy spending time traveling with my husband, painting, developing new recipes, or one of my newfound favorite hobbies: reading and yoga!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Equity Compensation Associate (ECA)
Primary Location
Columbus, OH
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to learn more about our discovery process, then schedule a financial planning discovery call.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About BKFi
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.
Education
University of Georgia Financial Planning, Bachelors of Science in Financial Planning, Bachelors of Science in Consumer Economics
Hobbies and Interests
- Board Games
- Cooking
- Family
- Painting
- Reading
- Traveling
- Yoga
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Artists
- Business Owners
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Newly Engaged / Newlywed
- Parents
- Remote Workers
- Technology Professionals
- Travel Lovers
- Women Professionals
- Women’s Finance
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