Shane Mason, CPA CFP

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33 Nassau Ave
Brooklyn, NY 11222

History

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. 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. 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 and technology professionals who are succeeding, not just scraping by.

Specialties

Brooklyn FI is an accounting, financial advising, and business consulting firm. Whether you're a small business looking for bookkeeping or a tech professional looking for help with stock options, we've probably got a solution.

Reviews

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4.512 reviews
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Neil F.
2/18/2019

Usually, when you see anyone who has all 5 star reviews, a red flag should go up that this person has gotten friends and family members to fill up his page. I decided to see for myself, and...

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Mark W.
12/1/2016

Shane has been my accountant for four years and I truly don't know how I got through tax season before partnering with him. I've often had complex returns: multiple freelance gigs, income from...

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Star S.
8/11/2018

I called to ask a simple question, he responded with "no, I don't do that." Before I could finish my next sentence: he hung up on me. RUDE.

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Ariana B.
7/13/2018

I found Shane through the FIRE podcaster Jamila Souffrant. I've recently been exposed to the idea of financial independence and needed tax help to get there faster. I love that Shane is very...

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Alex R.
2/16/2018

Shane is really great. He is helping me file my taxes but he's also been really great about taking the time to answer my many questions about income and sales taxes relating my new Etsy shop. He...

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