Cfp® (Certified Financial Planner Program)
Hofstra University
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Samuel Deane Email & Phone Number
Helping startup founders and tech professionals plan, invest, and pay less in taxes.
at
Deane Wealth Management
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✓ Verified Jun 2026
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Current company
Role
Helping startup founders and tech professionals plan, invest, and pay less in taxes.
Location
Atlanta, Georgia, United States
Who is Samuel Deane? Overview
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Quick answer
Samuel Deane is listed as Helping startup founders and tech professionals plan, invest, and pay less in taxes. at Deane Wealth Management, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Samuel Deane.
Samuel Deane previously worked as Founder and President at Deane Wealth Management. Samuel Deane holds Cfp® (Certified Financial Planner Program) from Hofstra University.
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Deane Wealth Management
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Profile bio
About Samuel Deane
Samuel Deane is a financial advisor and President of Deane Wealth Management, a registered investment advisor for startup founders and tech professionals. The wealth management firm specializes in equity compensation, financial planning, investment management, and tax planning.After spending some time working in an industry traditionally reserved for wealthy retirees, Samuel realized that he could provide wealth management and financial planning services more efficiently for his generation. He has worked with clients from well-known companies, like Stripe, Coinbase, Airbnb, Spotify, Twilio, Etsy and more. Samuel's expertise has allowed him to help clients pay less in taxes, take sabbaticals, pay off debt, and ultimately become financially independent.Samuel has become a financial expert and a go-to resource for national media outlets. He has been named as Investopedia's Top 100 Most Influential Financial Advisors, Business Insider's Top 23 Financial Advisors for Millennials, Financial Advisor Magazine's Top 10 Young Advisors to Watch and Financial Planning's Rising Star. He has also been mentioned in the Wall Street Journal, Forbes, CNBC, Investment News, and many more for his work with clients and contribution to the wealth management industry. Samuel is a coveted speaker and loves spreading his wisdom on entrepreneurship, personal finance, and smart investing to the tech community.
Listed skills include Financial Planning, Public Speaking, Investment Management, Insurance, and 14 others.
Current workplace
Samuel Deane's current company
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Samuel Deane work experience
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Founder And PresidentDeane Wealth Management is an independent registered investment advisor (RIA) specializing in equity compensation, financial planning and private wealth management for startup founders and tech professionals.
3 education records
Samuel Deane education
Master Of Business Administration (Mba)
Hofstra University
Bachelor Of Science
University At Albany
FAQ
Frequently asked questions about Samuel Deane
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What company does Samuel Deane work for?
Samuel Deane works for Deane Wealth Management.
What is Samuel Deane's role at Deane Wealth Management?
Samuel Deane is listed as Helping startup founders and tech professionals plan, invest, and pay less in taxes. at Deane Wealth Management.
Where is Samuel Deane based?
Samuel Deane is based in Atlanta, Georgia, United States while working with Deane Wealth Management.
What companies has Samuel Deane worked for?
Samuel Deane has worked for Deane Wealth Management.
How can I contact Samuel Deane?
You can use AeroLeads to view verified contact signals for Samuel Deane at Deane Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Samuel Deane attend?
Samuel Deane holds Cfp® (Certified Financial Planner Program) from Hofstra University.
What skills is Samuel Deane known for?
Samuel Deane is listed with skills including Financial Planning, Public Speaking, Investment Management, Insurance, Estate Planning, Business Planning, Investment Analysis, and Retirement Planning.
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