Samuel Deane, MBA
Financial advisor for tech professionals and founders.
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Rora Wealth
Samuel Deane, MBA
Atlanta, GA
Serving Clients Nationwide
Financial advisor for tech professionals and founders.
Areas of Focus
- Career
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Owning a Business
- Taxes
About Samuel Deane, MBA
Hi, I'm Samuel Deane. My parents immigrated to the United States and built a remarkable life. They didn’t have the resources to put me on the same playing field as my peers when I was young, but my mother worked three jobs to give me more than what they had.Their sacrifices eventually provided me the opportunity to become an entrepreneur and achieve the American dream. That’s why I named my firm after Mount Roraima—the tallest mountain in my home country of Guyana.
I was taught you have to work for what you want, and that success in life is about resilience.
Searching for professional guidance with your money is anxiety-inducing. It’s challenging to know what to look for, and there’s a feeling that everyone’s trying to sell you something.
That’s why I founded Rora Wealth.
➕ Learn More About Samuel Deane
Samuel Deane is a financial advisor and President of Rora Wealth, 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.
Professional Designations
- Master of Business Administration (MBA)
Affiliations
- The AGC
Primary Location
Atlanta, Georgia
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule time for our Meet & Greet. It is a 30-minute meeting, where we’ll determine if we’re a good fit for each other. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Rora Wealth
Rora Wealth is an independent planning-first advisory firm with expertise in equity compensation. Our empathetic discovery process and therapy-like approach to financial planning help you understand what it’s all for and the steps needed to get there.We manage the full picture and help remove the stress of managing your finances. Our greatest value lies in our coaching mindset and partnership. We educate you to help you make well-informed financial decisions.
We’re a fee-only, fiduciary financial advisor. At the heart of our company is a commitment to ethical financial advice that prioritizes transparency and fairness. When we enter a new relationship, we honor it by giving our undivided attention.
What We Do
Part financial therapy. Part coach. Part consultant. Rora is your one-stop shop. We help with everything from life planning, cash flow, and tax filing to navigating mortgage loans and negotiating employment offers.
Who We Serve
Our clients receive equity compensation and face stock options and tax complexity. We specialize in helping millennial startup founders and tech employees experiencing an acquisition like an IPO or other liquidity event. The people we work with have busy lives and value the partnership of a professional advisor.
Reach out today and see how we can help you feel confident enjoying the fruits of your labor.
Education
Hofstra University, Master of Business Administration
Volunteer Experience
Samuel Deane is a mentor at Big Brothers Big sisters, a non-profit organization whose mission is to create and support one-to-one mentoring relationships that help empower the youth.
Hobbies and Interests
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Entrepreneurs
- Gen Y / Millennials
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