CFP® and Advisor Near Marietta & Parkersburg
Zane Eschbaugh, CFP®
Financial Advisor
Zane Eschbaugh, a CERTIFIED FINANCIAL PLANNER™ and advisor, joined Hall Financial Advisors in March 2019. He was born and raised in Marietta and is a graduate of Marietta High School. Zane attended Marietta College and received a bachelor’s degree in Health Science with a minor in Health Communications. After completing his undergraduate coursework, he attended Heidelberg University in Tiffin, Ohio, where he received his master’s degree in Education.
Experienced CERTIFIED FINANCIAL PLANNER™ and Advisor
Prior to returning to Marietta and joining Hall Financial Advisors, Zane spent three years working as a Financial Representative and Associate Wealth Management Advisor in Columbus, Ohio.
He utilizes his extensive financial planning experience to collaborate with clients to develop their individualized long-term wealth-building and risk-management strategies.
Zane currently holds his Series 6, Series 7, and Series 66 securities registrations along with life insurance licenses. Zane has also met the rigorous standards required to be designated a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is recognized as the standard of excellence in financial planning and the professionals who receive the designation meet the highest education, training, and ethical standards.
Dedicated CERTIFIED FINANCIAL PLANNER™ and Advisor Near Marietta & Parkersburg
His principles of loyalty, determination, integrity, and empathy guide him in both his professional and personal life. Zane is readily available to assist and support his colleagues as well as his family and community. He volunteers as a Varsity Assistant basketball and football coach. Newlyweds, Zane and his lovely wife Madison— married July 15, 2023, enjoy spending free time with their beloved Goldendoodles, Remington and Kash. As the oldest of seven siblings, motivating, supporting, and inspiring those around him are lifelong traits of Zane.
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 will provide valuable feedback on technology tools, guide business decisions, and influence 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!