Daniel Rebmann,

CPWA® President, Beneficent Financial Wealth Manager

Dan first came to South Texas while serving in the United States Army. Reaching the rank of Captain, and leaving active duty in 1992, Dan's wife Cindy said she wanted to move someplace warm. Dan replied, “I know a place.” Dan and Cindy have called San Antonio home ever since and their four children are all graduates of San Antonio Christian Schools. Cindy has spent the last 30 plus years saying, “I didn’t mean THIS warm.”

Dan has been an advisor since 1992 and worked for some of what he believes to be the biggest names in the business. In addition to being an advisor, he trained new advisors and served as a sales manager. In 2020, he realized that he would best be able to serve his clients as an independent advisor. After an extensive due diligence process, he formed Beneficent Financial.

Dan has a bachelor’s degree in public administration from Truman State University and a master's degree in biblical and theological studies from Dallas Theological Seminary. He is a board member of Social Venture Partners San Antonio, and Biblical Leadership for Excellence. He is active in his church and enjoys spending time in the Hill Country of Texas.

A self-professed “Bond Geek,” Dan enjoys explaining the way investments work and how the market environment impacts portfolios. But most importantly, he appreciates his relationships with clients and special role he plays in their lives.

Raymond James is not affiliated with any of the companies mentioned.