Kody Sherlund, CFP®, ECA
Lead Financial Planner at Brooklyn Fi
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Serving Clients Nationwide
Lead Financial Planner at Brooklyn Fi
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Kody Sherlund, CFP®, ECA
Hi, I'm Kody Sherlund, Lead Financial Planner at Brooklyn Fi.I'm a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience between Brooklyn FI and an RIA in Saint Paul, Minnesota, and I studied financial planning at Virginia Tech.
I bring an unending level of intellectual curiosity and enthusiasm to equity compensation and tax planning for tech professionals, and I build plans that help my clients achieve financial independence.
When I'm not nerding out on incentive stock options and alternative minimum tax, you can find me outside doing just about anything to stay active.
Growing up, I mostly played baseball, but since moving to Minnesota 10 years ago, I've spent most of my time cycling and playing golf in the summer, and snowboarding and playing hockey in the winter.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Equity Compensation Associate (ECA)
Affiliations
- Fee Only Network
Primary Location
Minneapolis, MN
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
Virginia Tech, Bachelor’s Degree, Applied Economic Management, Financial Planning, Business
Hobbies and Interests
- Baseball
- Cycling
- Family
- Golf
- Hockey
- Snowboarding
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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