AJ Ayers, CFP®, EA, CEP, RLP
Specializing in Tech Professionals and Creatives
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Serving Clients Nationwide
Specializing in Tech Professionals and Creatives
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About AJ Ayers, CFP®, EA, CEP, RLP
Ally Jane Ayers (AJ) is a CERTIFIED FINANCIAL PLANNER™ who specializes in helping creatives and tech professionals build wealth. In her 20s she watched so many friends succeed creatively while still struggling with their finances and realized it was time to do something about it so she started a financial education podcast and went back to school to become a financial planner.AJ launched BKFi with Shane shortly after his guest appearance on her podcast. She’s also an Enrolled Agent and a Certified Equity Professional. With her expertise in tax planning surrounding stock options, she has helped dozens of clients transform a windfall into a path to financial independence.
As a writer and editor with a strong background in communications, AJ is passionate about delivering BKFi's message to our clients and the community.
Professional Designations
- Certified Equity Professional (CEP)
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Registered Life Planner (RLP)
Affiliations
-
CFP Board
- Fee Only Network
- Kinder Institute of Life Planning
- XY Planning Network
- Fee Only Network
Primary Location
33 Nassau Ave, Brooklyn, NY 11222
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 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.
Education
Skidmore College, Bachelor of Arts (B.A.), English and Government
Hobbies and Interests
- Eating Out
- Golf
- Hiking
- Movies
- Music
- Reading
- Relaxing
- Writing
SEC 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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