Before becoming a KaneCarlton Consulting Associate and Financial Advisor Coach, Joan Kane was the founder and director of Investment Planning Solutions, LLC (“IPS”), a financial advisory firm located in Fairfax, Virginia.
Joan began her career with Merrill Lynch in Washington, DC and has spent more than 35 years helping clients reach their financial goals through sound, unbiased advice.
Joan has practical experience in multiple distribution channels including wirehouses, financial institutions (large and small) and managing an independent advisory enterprise.
This hands-on know-how coupled with the expertise for handling the most volatile market shifts and economic conditions provides her with a unique perspective for successfully navigating clients and a practice through even the toughest times.
She has managed multiple conversions and worked with a variety of broker-dealers, custodians and fintech solutions. She has produced $1.5 million of revenue in a single year and has a deep knowledge of investment vehicles (including a strong background in fixed income). Joan knows the industry players and can provide insight into products, services, opportunities and capability gaps.
Joan is active in the community and recently served as Chair of the Fairfax Library Foundation Board of Directors. She served as Treasurer of the Board from 2004-2006, providing oversight and management of a multi-million dollar endowment. Joan has received numerous awards and has been nationally recognized within the financial services industry.
She is a regular guest commentator on the local CBS television affiliate, WUSA-TV 9, providing viewers with insight into the markets, investments and the economy. She also provides financial commentary to CNBC.com