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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

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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit