Steven Kane (CFP®, CPA, PFS™)
Steven Kane focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- AUM
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
Planning Specialties
Steven L. Kane, CPA/PFS, CFP®, is the founding principal, as well as the chief investment strategist of Kane Company, P.C. Steve was born in 1960. He is a 1984 graduate of Wartburg College, Waverly, Iowa, receiving Bachelor of Arts degrees in Accounting and Business Administration. He has been a Certified Public Accountant since 1986.
Steve was one of the first in the State of Iowa to earn the Personal Financial Specialist designation (1997) from the AICPA and is also a Certified Financial Planner™(1996), making him one of just a few people in Iowa holding all three designations (CPA/PFS, CFP®). He is a member of the American Institute of Certified Public Accountants and a member of its Tax and Personal Financial Planning sections, the Iowa Society of Certified Public Accountants, and the Financial Planning Association. He is also a member of the National Association of Personal Financial Advisors (NAPFA), a fee-only association of financial planners.
Other than giving investment advice, 20% of Steve’s time is spent on income taxes and accounting, as Kane Company, P.C. is also an active CPA firm.
NAPFA Start Date
January 22, 2016
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