Currently

Financial Advisor and Founder

Resides In

Atlanta, GA

Education

University at Albany, Hofstra University

Expertise

Financial planning, investing, equity compensation

Company Info

Deane Financial

Summary

  • Founder and financial advisor at Deane Wealth Management, a registered investment advisory firm for Millennials in tech. 
  • Currently writes content for Morningstar. Areas include personal finance for Millenials, investing, equity compensation, tax planning, and practice management for financial advisors. 
  • Taught Personal Finance as an adjunct professor at Baruch College

Experience

After spending some time working in an industry traditionally reserved for wealthy baby boomers, Samuel realized that he could provide financial planning and wealth management services more efficiently for his generation. With a passion for improving the lives of those around him, Samuel is dedicated to providing both practical and relatable financial advice to startup founders and hard-working young professionals in the tech industry.

Samuel has become a financial expert and a go-to resource for national media outlets. In addition to being named as Investopedia's Top 100 Most Influential Financial Advisors, he has also been mentioned in the Wall Street Journal, Forbes, CNBC, Investment News, and many more. Samuel is a coveted speaker and loves spreading his wisdom on entrepreneurship, personal finance, and smart investing to his community.

Education

Samuel received his bachelors from University at Albany, State University of New York. He also received an MBA from Hofstra University, and he has his Series 65 license.

Quote from Samuel Deane

Holistic financial planning is more than simply working with numbers. True financial planning means aligning the financial and emotional incentives involved with creating sustainable wealth. It's important to understand not only your goals, but your values and your relationship with money.