John Owens, Cfp®, Ea, Eca, Cpwa®
About John Owens, Cfp®, Ea, Eca, Cpwa®
John Owens is a CERTIFIED FINANCIAL PLANNER™ and enrolled agent, currently serving as the Director of Financial Planning at Brooklyn Fi since 2020, with a focus on assisting clients through significant life transitions.
John Owens: Director of Financial Planning
John Owens currently serves as the Director of Financial Planning at Brooklyn Fi. He brings a wealth of experience to this role, focusing on helping individuals and families navigate significant life changes and effectively manage their financial futures. John has deep expertise in complex topics such as stock options, starting a family, and tax planning issues.
John Owens' Education and Expertise
John Owens is a CERTIFIED FINANCIAL PLANNER™ and an enrolled agent, which underscores his profound knowledge and capability in financial planning and tax-related matters. His role involves working with clients to simplify complex financial challenges and guide them through various life stages. His professional certifications enable him to provide high-quality financial advice to a diverse client base.
Background of John Owens
Before joining Brooklyn Fi in 2020, John Owens specialized in working with retirees as the Director of Financial Planning and Tax at a mid-sized firm in Michigan. His career shift to Brooklyn Fi reflects his dedication to broader financial planning, addressing the needs of individuals and families during significant life events. Additionally, John’s unique background includes a stint as a radio play-by-play broadcaster.
John Owens' Achievements in Financial Planning
John Owens has successfully helped numerous clients navigate complex financial topics, including stock options and tax planning. His ability to simplify these subjects and provide clear, actionable advice has been a cornerstone of his career. His expertise has been particularly valuable to those facing significant life changes, from starting a family to planning for retirement.