
Beau Zumbusch
Financial Planner, BFA, SmartVestor Pro
Beau is the owner of Cornerstone Wealth Management. He focuses on creating comprehensive financial plans for clients regardless of asset level. He is passionate about helping clients create a plan to realize their financial goals. Beau is fortunate to be a part of Dave Ramsey's years experience in business management, team building, and leadership. The last 6 years being in the insurance and financial industry. He has a strong passion for helping others set and achieve financial goals through evaluation, vision for the future, and developing innovative strategies to achieve the desired goals.
Beau is fortunate to be a part of Dave Ramsey's SmartVestor Pro group of Endorsed Local Providers.
Degrees and Certifications
SmartVestor Pro - Dave Ramsey
Behavioral Financial Advisor™
Associates in Accounting with Honors from Rasmussen
Bachelors in Finance - December 2018
Licenses
FINRA Series 7 - General Securities License
FINRA Series 66 - Uniform Combined State Law
MN Resident Insurance License Accident & Health, Life, Variable Life & Variable Annuities.