Linda Deane
CFP®, CRC®, AIF®,
Deane Retirement Strategies
Founder and President
Linda Deane
CFP®, CRC®, AIF®,
Deane Retirement Strategies
Founder and President
We are Retirement Specialists guiding our clients towards Financial Peace of Mind and Freedom to Enjoy Life. - Linda Deane, CFP®, CRC®, AIF®,
We are fee-only fiduciary Retirement Specialists integrating retirement financial planning with discretionary investment management and retirement income management. We serve greater New Orleans and Southeast Louisiana. Our new-client minimum is $1 million.
Linda Laborde Deane loves South Louisiana - its history, its magnificent architecture, and most importantly, its people. She spends many weekends volunteering as a walking tour guide of the French Quarter for the Friends of the Cabildo - sharing a lifetime of knowledge, stories and insights.
Her approachable, animated and personalized style as a tour leader is a by-product of over forty years of skillfully guiding her clients into and through a successful retirement.
Linda and her husband, Bob, a maritime attorney, are both natives of New Orleans and alumni of LSU. They share a common love of travel to intriguing parts of the world.
Pairing a step-by-step financial strategy and over four decades of experience with conservative investment recommendations, Linda has earned national recognition as a Certified Financial Planner and Retirement Specialist. She is the founder and president of Deane Retirement Strategies, Inc., and is frequently quoted by both local and national media. Linda was a watchdog for her profession, having previously served as Chairman of the National CFP Board of Ethics and Professional Review.
A true pioneer and leader in the financial planning industry, Linda is the nation's 100th credentialed CFP. Her expertise extends to also being credentialed as a Certified Retirement Counselor (CRC); Accredited Investment Fiduciary (AIF); and a NAPFA Registered Financial Advisor (Fee-Only Advisor). Additionally, she is a member of the Financial Planning Association (FPA) since the organizations founding. Her knowledge of all these disciplines is utilized when helping her clients achieve financial peace of mind and the freedom to enjoy life.
Linda Deane is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products.
We are financial advisors guiding Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is designed for portfolios over $1 million.
With over 4 decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. Our Retirement Advisory team-approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial and Retirement Planning
- Discretionary Investment Management
- Retirement Income Management
- 401k Company Plans
- IRA Rollovers
Ideal Clients
- Retirees and Near Retirees
- Wealth Accumulators
- Company Retirement Plans
- New-client minimum is $1 million
Working Together
- Fee Only Advisor
- % of Assets Under Management
- No-Cost Initial Consultation
- In-Office Meetings
- Quarterly Performance Reports
Professional Designations & Affiliations
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Linda Deane is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Linda Deane is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Linda Deane is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Linda Deane is a Certified Retirement Counselor® (CRC®)The Certified Retirement Counselor® (CRC) certification is independently accredited by the National Commission for Certifying Agencies (NCCA). Of over 100 financial designations, the CRC® is one of only a very few retirement and financial planning-related certifications independently accredited by the NCCA.
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Linda Deane is a Member of The National Association of Plan AdvisorsThe National Association of Plan Advisors, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors.
NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.
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Linda Deane is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Linda Deane
Office Locations:
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1100 Poydras Street
Suite 2065
New Orleans, LA 70163
