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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 ExperienceEnrolled Agent Cunningham Malone and Morton
2009 — Present
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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 ...
+ Read Full Review
Duration: current
Services: Financial Planning, Investments
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!!
+ Read Full ReviewDuration: current
Services: Financial Planning, College Savings, Retirement Planning
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 ReviewDuration: current
Services: Financial Planning, Tax Preparation, Investments, Retirement Planning, Life & Disability Insurance
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