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Cfp® John Owens

Lead Financial Planner at Brooklyn FI

John Owens, a Cfp® professional, is passionate about connecting with individuals and loves to solve problems. With a background in finance and economics, he has honed his skills through a diverse educational and professional journey.

John Owens holds a Bachelor's Degree in Finance & Economics from Clarion University of Pennsylvania and pursued advanced studies in Financial Planning with a focus on taxation at Golden Gate University. His dedication to academic excellence is evident through his 4.0 GPA at both institutions.

Professionally, John Owens has held key roles at various reputable organizations. Currently serving as the Lead Financial Planner at Brooklyn FI, he has previously held positions as the Senior Financial Planner and the Director of Financial Planning and Tax at Vintage Financial Services, LLC. His experience also includes financial analyst roles at UPMC and internships at PPL Electric Utilities and the Pennsylvania Senate Democratic Research Office.

Outside of his financial career, John Owens has actively contributed to his university and community. He held leadership positions such as Chairman of the Board of Directors at Clarion Students' Association and Honors Program Student Director at Clarion University. Additionally, he gained valuable experience in advertising sales and broadcasting during his tenure at The Clarion Call and WMGH-FM/WLSH-AM Radio.

John Owens' journey from academia to professional roles showcases his dedication to personal growth and commitment to serving others through financial planning.

John Owens embodies expertise in financial planning, financial analysis, taxation, leadership, and community engagement.

Highlights

Aug 29 · linkedin

We're adding to our #bkfi team! I’m #hiring an HR & Operations Coordinator to join our fully #remote team this fall!

Know someone with an HR background looking to join a fast-growing team? I'd love to chat with them!

May 23 · linkedin

Folks at Figma have some big equity decisions to make these days with the recently announced tender offer, and there's often A LOT of noise that gets in the way of true planning - like your colleague blowing up slack right now with their ideas / strategy...

Our Brooklyn Fi team can quickly get to know you, understand your goals, and make recommendations to optimize this major liquidity event while removing tax tax surprises and building a plan of least regret. #bkfi #figma #equitycompensation #taxes

Cfp® John Owens
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Location

New York City Metropolitan Area