Basic Information
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Company
Beneficent Financial -
Phone
210-999-5511 -
Mobile phone
210-891-2722 -
Email
dan.rebmann@beneficentfinancial.net -
What is your "why"? Why do you do what you do?
I enjoy helping people, and finances can be intimidating to some people. I love to explain things to folks and then help them use the resources with which they have been blessed to make an impact in the world. -
About me
I've lived in San Antonio for 31 years since I got out of the Army to become a Financial Advisor. My wife Cindy and I have 4 children who are all grown (Our youngest is a Senior in College). I love the Lord and am active in several ministries. And I cheer for the Kanasas City Chiefs and have since before Patrick Mahomes was even born. I also love to talk BBQ. -
Profession
Financial Advisor -
Title
President and Founder of Beneficent Financial -
Hobbies and interest
Working with non-profit organizations, including but not limited to churches. Hosting the podcast Philanthropy SA. I enjoy traveling and was recently in Dubai UAE, and Accra Ghana. -
Website
beneficentfinancial.net -
Unique Selling Proposition
I typically manage portfolios at a lower fee than most advisors. This is because we manage portfolios of individual bonds without charging asset management fees on that portion of the portfolio. We also use individual securities where appropriate which reduces the layering of fees. Finally, I want to help people do well, so they can have impact and do good in the world. Do Well. Do Good.
Contact Information
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City / Town
San Antonio -
State
TX -
Zip
78216 -
Country
United States -
Special offers to the group
I will do a free financial plan for anyone in the group, and 1 other person that you choose. -
Google Business Review URL
https://nia.bz/3VZDR5E -
LinkedIn Profile
https://www.linkedin.com/in/dan-rebmann/
Education
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College / University
Undergrad: Truman State University Masters: Dallas Theological Seminary -
Graduation Year
Before some of you were born! (undergrad) 2018 Masters -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Would you like help managing your finances?
2. How much day to day involvement would you like to have? (And no matter what the answer we can work with that)
3. What is the impact you would like to have with your finances? -
Describe How You Would Like To Be Introduced Via Email
Dan Rebmann is an experienced Financial Advisor who understands that financial decisions are life decisions. He understands that the numbers aren't nearly as important as the people, and that navigating the financial markets can be intimidating. His style is to explain as he makes recommendations. His team is proud to provide bespoke services to their clients.