Samuel Deane

Samuel Deane


Samuel has worked with clients from well-known companies, like Google, Meta, Spotify, Coinbase, Airbnb, Twilio and Etsy — to name a few. Samuel’s expertise has allowed him to help clients sucessfully navigate IPOs, pay less in taxes, take sabbaticals, pay off debt, and ultimately become financially independent.

Samuel Deane is a financial planner and founder of Deane Wealth Management, a registered investment advisor for tech employees. The wealth management firm specializes in financial planning, investment management, tax planning, and equity compensation.

After spending some time working in an industry traditionally reserved for wealthy baby boomers, Samuel realized that he could provide wealth management and financial planning services more efficiently for his generation.

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 his community.

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