Shane Mason, CFP®, CPA/PFS Brooklyn FI, LLC

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About Shane Mason, CFP®, CPA®/PFS, CPWA

Shane Mason, CPA/PFS, CFP, CPWA is an accountant and financial planner in Brooklyn, New York. He specializes in financial planning services for tech professionals with equity compensation and small business owners.

We specialize in the complications of equity compensation for tech professionals. Whether you’ve got RSUs, ISOs, Non-qualified options, or something funky, we have deep tax knowledge to help navigate a diversification strategy.

A bit about the firm: The F.I. in Brooklyn FI 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.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen Y/Millennials
  • Self-Employed Individuals
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $400+/mo
  • Assets Under Management: 0.90%

 

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