Home / People / AJ Ayers

AJ Ayers

About AJ Ayers

AJ Ayers is a CFP, Enrolled Agent, and Certified Equity Professional who helps professionals build wealth and design the life they want. She is a Co-Founder of BKFi, a full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence. She is passionate about tax planning, stock options, and travel.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorPlease note that we match advisors based on your unique needs, and you may not be directly matched with Pearl Wealth LLC as your financial advisor

Articles by 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
Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ