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

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About Shane Mason, CFP®, CPA®/PFS

Shane Mason, CPA, CFP is an accountant and financial planner in Brooklyn, New York. He specializes in financial planning services for small and medium business owners, creatives, tech professionals with equity compensation, expatriates and foreign nationals living in the US.

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.

We specialize in business planning for creatives and navigating 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.

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.

By becoming a Brooklyn FI client you’re joining a network of creative professionals who are succeeding, not just scraping by.

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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
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $490+/mo
  • Flat Fee: $5,900+/engagement
  • AUM: 0.25%

 

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