Updated September 13, 2023
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Ally Jane (AJ) Ayers

Certified Financial Planner
FinanceHQ Network Member
LocationBrooklyn, NY
Years of experience9 years experience

About Ally Jane (AJ) Ayers

AJ Ayers, CFP®, EA, CEP, is the co-founder of Brooklyn FI (BKFi), residing in Brooklyn, New York. With a rich background in writing and editing, she transitioned into the realm of financial planning to assist creatives and tech professionals in achieving financial independence. As a Certified Financial Planner™ specializing in tax planning and equity compensation, AJ's expertise guides clients through navigating complex financial scenarios and transforming passions into solid financial foundations.

What financial services does AJ Ayers excel at?

With a robust background as a Certified Financial Planner™ (CFP®), Enrolled Agent (EA), and Certified Equity Professional (CEP), AJ Ayers specializes in delivering a range of targeted financial planning services. Her expertise caters to various client needs, including small and medium business owners, creatives, tech professionals with equity compensation, and professional women. Here's a glimpse of the services she excels in:

  • Comprehensive financial planning for small and medium business owners
  • Tailored strategies for creatives to achieve financial goals
  • Expertise in navigating equity compensation complexities for tech professionals
  • Specialized financial guidance for professional women
  • Profound understanding of tax planning and optimization
  • Personalized approaches to building wealth and achieving financial independence

Why work with AJ Ayers?

Choosing AJ Ayers as your financial advisor offers a distinctive advantage rooted in her extensive expertise and holistic approach. With a background as a Certified Financial Planner™ (CFP®), Enrolled Agent (EA), and Certified Equity Professional (CEP), AJ possesses comprehensive knowledge in tax planning and equity compensation. Her unique journey from a career in writing to financial planning ensures a personalized touch, helping creatives and tech professionals translate their passions into financial success. AJ's commitment to delivering BKFi's message, strong communication skills, and dedication to turning side hustles into nest eggs make her a trusted partner in building wealth and achieving financial independence.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Equity Compensation
  2. Tax Planning
  3. Retirement Planning
  4. Estate Planning
  5. Investment Management

More about Ally Jane (AJ) Ayers

DesignationsCompany name
CFP, EA, CEP, RLPBrooklyn Fi
Works with clients inCustodian firms
Anywhere in the USTD Ameritrade, Charles Schwab

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Articles by Ally Jane (AJ) Ayers

3 things you should know about restricted stock units (RSUs)
September 27, 2023
by Ally Jane Ayers
What an acquisition means for employees with stock options
September 13, 2023
by Ally Jane Ayers

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Ally Jane (AJ) Ayers.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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