Jackie Lewis, CFP®, MBA
Helping clients build wealth with equity compensation
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Helping clients build wealth with equity compensation
Areas of Focus
- Compensation Planning
- Employee Stock Options
- Equity Compensation Options
- Family and Money
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investment Management
- Retirement Planning
- Taxes
- Women & Wealth
About Jackie Lewis, CFP®, MBA
I specialize in helping tech professionals decode their equity compensation as if it were written in plain English (spoiler: it’s not). I bring clarity, confidence, and just the right amount of caffeine to every client meeting.I’m part advisor, part translator, and part therapist when the market gets moody. Whether you’re swimming in RSUs, wondering what your ISOs actually mean, or just trying to avoid a surprise tax bill, I’ve got you covered—with a smile and maybe a spreadsheet or two.
I understand that stock compensation isn’t just about numbers. It’s about life goals, career transitions, and making smart decisions at pivotal moments. Whether you’re preparing for an IPO, evaluating a job offer, or planning your next move in a fast-paced tech career, I bring clarity, strategy, and personalized guidance to every conversation. Work with me to turn your equity into opportunity, and have a little fun along the way.
When I’m not advising clients, I enjoy spending quality time with my family and friends (I’m married with three amazing adult kids), giving back to my community (I volunteer at Ronald McDonald House), and staying active in my spare time (Orange Theory fan, runner, and hiker), as well as trying to keep up with the ever-changing tech lingo.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
11622 El Camino Real, Suite 100, San Diego, CA 92130
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to learn more about our discovery process, then schedule a financial planning discovery call.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About BKFi
Brooklyn Fi is a full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence.We're based in Brooklyn but have employees and clients all over the world.
We help our clients get their financial lives together, make smart moves with the money they have, and make smart plans for what's to come. We advise on a vast array of strategies in our comprehensive financial planning process.
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.
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.
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.
Education
San Diego State University, Master of Business Administration (MBA), Finance, General | University of Hawaii at Manoa, Bachelor of Business Administration (BBA), Business Administration and Management, General
Hobbies and Interests
- Animals
- Family
- Hiking
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Technology Professionals
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Jackie and Ryan are outstanding people to work with; committed, knowledgeable and of the highest character.
Jackie is great!
Knowledgeable, Concise and always Friendly
Five Stars
Best ever!
Outstanding and Much More than a Financial Advisor….
Enriching journey
Amazing Advisors
Trusted advisors that feel like family
Unique investment advisors that go "the extra mile" to reach family goals. A joy to work with too.
Exceptional Financial Guidance with a Personal Touch
Fabulous advisor
Hands on Advisors
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
FAQs
FAQ Disclosures
Investment advisory services are offered through Brooklyn Fi, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. For additional information about Brooklyn Fi, LLC, including fees and services, please refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
