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Benjamin A. Ebert

Benjamin A. Ebert

President/CEO

Ebert Capital Management Inc.

Eureka, CA

3 reviews  •   Write a Review

Call 707-443-• • • •  Show

710 E St., Ste 126

Eureka, CA 95501

Ebert Capital Management is a fee-only California Registered Investment Adviser. We help families and business reach their financial goals by working as our clients' wealth growing partner.

Services Provided by Benjamin A. Ebert

Financial Planning, Investment Management, Alternative Investments, College Planning, Retirement Planning, Tax Preparation, Tax Planning, Estate and Trust Taxes, IRS Representation, Bookkeeping, Business Owner Taxes, Accounting Services

Specialties:
Through Ebert Capital Management, I provide investment management and financial planning services. I also provide tax preparation, tax planning and IRS representation services independently.
Payment
  • Fixed
Languages
  • English

Background Information for Benjamin A. Ebert

Education
  • Humboldt State University
    Bachelors Degree
    2003
  • Cal Poly San Luis Obispo
    Masters Degree
    2006
Licenses & Credentials
  • Enrolled Agent
  • Series 65 Registered Investment Advisor
Associations

  • Member
Awards
  • 2006 — Graduate with Distinction ()
Previous Work Experience

President/CEO Ebert Capital Management Inc.

2010 —  Present

+ All Work Experience

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Reviews of Benjamin A. Ebert

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by Krishna
ago

Thank you

Thanks to Ben Ebert’s advice and investment guidance, I have a bright future ahead! He encouraged me to save and invest money that I would have otherwise spent on frivolous things. My spending habits based on an skeptic view of the future t ...
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Duration: current

Services: Financial Planning, Investments

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

by Alli
ago

patient and knowledgeable

Ben is always helpful in making sure I know what’s egoing on and takes the time to research what what’s best for me!!

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Duration: current

Services: Financial Planning, College Savings, Retirement Planning

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

by Alma
ago

Excellent Service

Mr Ebert was very helpful and understanding. He has excellent customer service and patient. I would recommend his company and his experience to anyone.

+ Read Full Review

Duration: current

Services: Financial Planning, Tax Preparation, Investments, Retirement Planning, Life & Disability Insurance

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

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