Dan Ebinger

Financial Advisor at Bay Point Wealth

Dan Ebinger is currently a financial advisor at Bay Point Wealth. Prior to that, they worked as a regional business consultant at Symmetry Partners from January 2011 to March 2017. Before that, they were an associate financial planner at Capital Financial Group, LLC from January 2008 to January 2011. Ebinger started their career as an intern at Avondale Partners, LLC from January 2007 to July 2007, where they were responsible for data collection and analysis to locate/ distinguish/ extrapolate trends in RV, Manufactured Housing, and Restaurant industries. Dan also updated models in Excel using Bloomberg and prepared primary research for client presentations. In addition, Ebinger has experience working with students as a Magdalene Farms Student Advisor at Students in Free Enterprise (SIFE), where they designed and implemented personal finance curriculum including; checking accounts, savings accounts, CDs, budgeting, debt management, credit score information.

Dan Ebinger is a certified financial analyst who has also received certification from the CFP Board and the Financial Industry Regulatory Authority. Dan has experience working in the financial industry and has been providing financial planning services to clients for several years.

Some of their coworkers include Billy Hufnell - Financial Advisor, Joe Powanda - Associate Advisor, and Sarah Langenohl - Associate Advisor. Their manager is Bill Hufnell, Managing Member.

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Timeline

  • Financial Advisor

    Current role

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