Steven Kane (CFP®, CPA/PFS)

Steven Kane focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs

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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This Office

5526 NW 86th St Ste A Johnston, IA 50131 Phone: (515) 270-2727