CFP® and Advisor Near Marietta & Parkersburg
Zane Eschbaugh, CFP®
Financial Advisor
Zane Eschbaugh, a CERTIFIED FINANCIAL PLANNER™ professional and advisor, joined Hall Financial Advisors in March 2019. Born and raised in Marietta, he is a graduate of Marietta High School and Marietta College, where he earned a bachelor’s degree in Health Science with a minor in Health Communications. He went on to complete his master’s degree in Education at Heidelberg University in Tiffin, Ohio.
Experienced CERTIFIED FINANCIAL PLANNER™ and Advisor
Before returning to Marietta, Zane spent three years working as a Financial Representative and Associate Wealth Management Advisor in Columbus, Ohio. He uses his financial planning experience to collaborate with clients in developing individualized long-term wealth-building and risk-management strategies.
Zane holds his Series 6, Series 7, and Series 66 securities registrations along with life insurance licenses. He has met the rigorous education, examination, and ethical requirements to be designated a CERTIFIED FINANCIAL PLANNER™ professional, a credential widely recognized as a standard of excellence in financial planning. Zane is also a participating SmartVestor Pro* with the Dave Ramsey SmartVestor program, reflecting his commitment to financial education and a client-focused approach.
Dedicated CERTIFIED FINANCIAL PLANNER™ and Advisor Near Marietta & Parkersburg
Zane’s
principles of loyalty, determination, integrity, and empathy guide his approach to both work and family. He volunteers as a Varsity Assistant basketball coach and is committed to supporting his clients, colleagues, and community. Zane and his wife Madison live in Marietta, where they recently welcomed their first child, Eleanor, in 2024. Alongside their Goldendoodles, Remington and Kash, they are embracing this new season of family life.
As the oldest of seven siblings, he has always been someone who motivates and encourages those around him.
Early in 2024, Zane was selected to join the NextGen Technology Council at Raymond James, where he will play a pivotal role in shaping the future of technology for advisors and their clients. As a council member, he provides valuable feedback on technology tools, guides business decisions, and influences the overall advisor experience. Zane's leadership in this capacity underscores his dedication to innovation and enhancing the client experience.
Get in Touch with Zane Eschbaugh, CFP®
Learn about the new Required Minimum Distribution (RMD) rule and make the most of your retirement plan with Zane Eschbaugh, CFP®!
If you have any other wealth management questions, contact us today!
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