Linda Deane (AIF®, CFP®, CRC)

Linda 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

Planning Specialties

Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for 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 $140 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.

We have three Client Platforms. One Platform for Clients with a portfolio over $1 million. One Platform for Clients committed to accumulating $1 million by retirement. One Platform for 401k Company Plans.

With over 4 decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. 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

Linda Laborde Deane loves South Louisiana - its history, its magnificent architecture, and most importantly, its people. She spends many weekends volunteering as a walking tour guide of the French Quarter for the Friends of the Cabildo - sharing a lifetime of knowledge, stories, and insights.

Her approachable, animated and personalized style as a tour leader is a by-product of over forty years of skillfully guiding her clients into and through a successful retirement.

Linda and her husband, Bob, a maritime attorney, are both natives of New Orleans and alumni of LSU. They share a common love of travel to intriguing parts of the world.

Paring a step-by-step financial strategy and over four decades of experience with conservative investment recommendations, Linda has earned national recognition as a Certified Financial Planner and Retirement Specialist. She is the founder and president of Deane Retirement Strategies, Inc., and is frequently quoted by both local and national media. Linda was a watchdog for her profession, having previously served as Chairman of the National CFP Board of Ethics and Professional Review.

A true pioneer and leader in the financial planning industry, Linda is the nation's 100th credentialed CFP. Her expertise extends to also being credentialed as a Certified Retirement Counselor (CRC); Accredited Investment Fiduciary (AIF); a NAPFA Registered Financial Advisor (Fee-Only Advisor); and a Master Elite Advisor of The Ed Slott IRA Advisor Group, a recognized authority on IRA and retirement plan laws and resources. Additionally, she is a member of the Financial Planning Association (FPA) since the organizations founding. Her knowledge of all these disciplines is utilized when helping her clients achieve financial peace of mind and the freedom to enjoy life.

NAPFA Start Date

December 21, 2010

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This Office

1100 Poydras St Ste 2065 New Orleans, LA 70163-2065 Phone: (504) 582-2345 Fax: (504) 582-2346