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Steven Lee Kane CFP®, CPA
Kane Company Wealth Management, Inc.
8831 Thomas Avenue, Suite 200 |
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Steven L. Kane, CPA/PFS, CFP®, CDFA® is the founding principal, as well as the chief investment strategist and leads the investment policy committee for Kane Company Wealth Management, PC. He is a 1984 graduate of Wartburg College, Waverly, Iowa, receiving Bachelor of Arts degrees in accounting and business administration. Steve has over thirty years of experience in tax and financial planning, providing a variety of consulting services and investment management to individuals and family-owned businesses. Steve 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, and the Institute for Divorce Financial Analysts® (IDFA® ). |