Services Provided by Benjamin A. Ebert
Financial Planning, Investment Management, Alternative Investments, College Planning, Retirement Planning, Tax Planning, Estate and Trust Taxes, IRS Representation
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.
Background Information for Benjamin A. Ebert
- Humboldt State University
- Cal Poly San Luis Obispo
Licenses & Credentials
- Accredited Wealth Management Advisor
- Enrolled Agent
- Series 65 Registered Investment Advisor
- Wealth Management Specialist
2014 — Graduate with Distinction ()
Previous Work Experience
President/CEO Ebert Capital Management Inc.
2010 — Present+ All Work Experience
Enrolled Agent Cunningham Malone and Morton
2009 — 2013
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Reviews of Benjamin A. Ebert
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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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Services: Financial Planning, Investments
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
Services: Financial Planning, Tax Preparation, Investments, Retirement Planning, Life & Disability Insurance
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