Keith Deane (AIF®, CFP®, CRC)
Keith Deane focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million.
We are financial advisors guiding Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is designed for portfolios over $1 million.
Our Retirement Advisory team-approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.
Additional Information
Keith has maintained a contributing presence at Deane Retirement Strategies for over a decade, joining our team full time in 2010. After earning degrees in both Finance and Financial Planning from the University of Georgia, Keith worked as a Retirement Consultant with Peachtree Capital Corporation, an Atlanta-based firm specializing in estate, tax and retirement planning for high wealth individuals. He is credentialed as a Certified Financial Planner (CFP); a Certified Retirement Counselor (CRC); an Accredited Investment Fiduciary (AIF); and a NAPFA registered Financial Advisor (Fee-Only Advisor).
Keith has an affinity for the on-going research and study necessary to keep abreast of the ever-changing nature of the financial planning landscape, and enjoys applying his knowledge to clients’ specific goals and needs.
When not in the office, Keith spends time volunteering, sailing, kayaking, and with friends and family.
NAPFA Start Date
December 21, 2010
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