Beau Zumbusch, BFA
Financial Planner
Beau started in the financial industry after seeing how his own financial plan was used to achieve his financial goals, he quickly developed a passion for helping others achieve the same financial freedom. Partnering with Dave Ramsey’s SmartVestor program provided the opportunity to assist those clients passionate about their finances. Today, Beau focuses on helping clients create sound financial plans that work to achieve their financial goals considering all areas of their life. Social Security filing strategies is a specialty of Beau's working to create the optimal filing strategy for each client.
Beau started in the financial and insurance industry in 2012. In 2020, Beau made the transition to an independent fiduciary financial advisor to be able to offer clients greater resources. He works with clients to achieve the financial goals with processes & investments that align with their values.
In 2012 Beau married his wife Brooke. They have three children. Brooke has a Masters Degree in Early Childhood Special Education and serves the Buffalo and Annandale School Districts. She also enjoys staying home with their children. In their free time they enjoy serving at their Church, enjoying the outdoors, biking, fishing, and making maple syrup. Beau also enjoys hunting, trap shooting, and reloading in his free time.
Beau has an Associates degree in Accounting and a Bachelors in Finance. Beau is a fiduciary and holds the Behavioral Financial Advisor designation and is continuing his education to better serve his clients.
Beau has proudly served on the Buffalo Chamber board for the last several years and is currently the treasurer for the Chamber. Beau holds the series 7 and series 66 licenses. He enjoys giving back to the community by teaching financial classes in the community.
