Basic Information
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Company
Beneficent Financial -
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. -
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. -
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
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