Brooklyn Plans LLC

Danielle Arlotta is a CFP® and Series 66-registered financial advisor with six years of industry experience. She is currently with Brooklyn Plans LLC, where she has worked since 2022. Her prior experience includes roles at Financial Planning Concepts of America, The Vanguard Group, and Pollack Financial Group. Outside of her advisory work, she is also employed as an airline flight attendant. Brooklyn Plans LLC provides financial planning and discretionary portfolio management to individuals, small businesses, and nonprofit organizations. The firm employs a primarily passive investment approach using index funds and ETFs, while also engaging outside managers and constructing custom portfolios.

Lindsay Goodwin is a financial advisor at Brooklyn Plans LLC with a Series 65 credential and no prior industry experience before joining the firm. She has worked at Brooklyn Plans since 2022 and concurrently holds a position as a flight attendant with American Airlines. Brooklyn Plans LLC provides financial planning and discretionary portfolio management to individuals, small businesses, and nonprofit organizations, managing approximately $18.24 million in discretionary assets. The firm primarily employs a passive investment approach using index mutual funds and ETFs while also conducting formal due diligence on outside managers and offering customized portfolio solutions.

Kristen Euretig is a CFP® professional with eight years of experience in financial planning. She has been with Brooklyn Plans LLC since 2016. Brooklyn Plans LLC provides financial planning and discretionary portfolio management to individuals, small businesses, and nonprofit organizations. The firm employs a primarily passive investment approach using diversified, low-turnover portfolios built with index funds and ETFs, and maintains a formal due-diligence process for outside managers.