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

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 $150 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

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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This Office

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