CPA/PFS, CFP®, CPWA®, ECA
Co-Founder and Financial Advisor
CPA/PFS, CFP®, CPWA®, ECA
Co-Founder and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Shane Mason, CPA/PFS, CFP®, CPWA®, ECA
Fee-Only financial planner located in Brooklyn, NY, serving creative and tech professionals locally and across the country
Shane Mason is a Brooklyn, NY fee-only financial planner. Brooklyn FI provides comprehensive financial planning, tax planning, and retirement planning to help small and medium business owners, creatives, tech professionals, and professional women organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Shane Mason is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Shane Mason is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, and Certified Private Wealth Advisor™ professional who specializes in helping self-employed creatives and tech professionals foster wealth. After spending seven years in the public accounting space with PriceWaterhouseCoopers and Raich, Ende, Malter, Shane embraced his independent spirit and launched BKFI with AJ. He’s also an Equity Compensation Associate.
He spent the early years of his accounting career working with start-ups in Austin, Texas before moving to Brooklyn to learn just how messy New York taxes can be. With a strong foundation in the technical elements of tax planning, Shane focuses on the nuts and bolts of our client's financial plans.
Shane Mason is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Why Brooklyn FI?
First, the boring stuff.
We're fee-only, fiduciary, comprehensive financial planners. That's a lot of buzz words that basically mean we put our clients' interests ahead of our own at all times (emphasis necessary), we survey your whole financial picture before making recommendations and we only get paid by you, the client, which means we have no ulterior motives. You can even download our pledge to be fiduciaries here. We dig transparency, and we welcome you to ask us all the tough questions.
Now, the fun stuff.
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 professionals who are succeeding, not just scraping by.
Relax, we've got this.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Shane Mason is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Shane Mason is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Shane Mason is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Shane Mason is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Shane Mason is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Shane Mason is a Certified Private Wealth Advisor ® (CPWA®)
The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
Shane Mason Has Received Training at the The Kinder Institute of Life Planning
The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
Shane Mason Holds the Equity Compensation Associate (ECA) Designation from the Certified Equity Professional Institute at Santa Clara University
Shane Mason was an FPA NexGen Gathering 2021 Speaker on the Topic "Beyond the CFP: Additional Certifications"
Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers on XYPN Radio
Shane Mason was a Featured Guest on the Financial Advisors Success Podcast: "Taking A Tech Startup Approach To Building And Pivoting Your Advisory Firm"
Shane Mason was a Featured Guest on the Journey to Launch Podcast: "How To Optimize Your Taxes & Make The System Work For You "
Shane Mason is Quoted on Taxdome: "Brooklyn FI Experience: How to Scale Your Firm 3x with the Help of Modern Technologies"
AICPA Awards P. Thomas Austin Scholarship to Shane Mason, CPA/PFS
Contact Shane Mason
109 South 5th Street
Brooklyn, NY 11249