Broker Check
Beau Zumbusch, BFA

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 lives. Tax Planning, Financial Planning, and Social Security filing strategies are a specialty of Beau's working to create the optimal 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 their financial goals with processes & investments that align with their values.

In 2012 Beau married his wife Brooke. They have four children. Brooke has a Master's Degree in Early Childhood Special Education and serves the church and local co-op with these skills. She also enjoys homeschooling their children. In their free time, they enjoy serving at their Church, the outdoors, biking, fishing, and making maple syrup. Beau also enjoys hunting, trap shooting, and reloading in his free time. 
 
Beau has an Associate degree in Accounting and a Bachelor's 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 and currently serves Buffalo Covenant Church as the treasurer. Beau holds the Series 7 and Series 66 licenses. He enjoys giving back to the community by teaching financial classes in the community.