Beau Zumbusch

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


FINRA Series 7 - General Securities License

FINRA Series 66 - Uniform Combined State Law

MN Resident Insurance License Accident & Health, Life, Variable Life & Variable Annuities.

Phone 763-684-1885
Fax 763-682-3228
Mobile Phone 763-703-7187