Jonathan Busa, RFC®, CMFC®

Jonathan Busa, RFC®, CMFC®

Principal and Managing Director

Phone: 866-411-2342 / 239-344-9785
E-mail:

Jonathan is Principal and Managing Director of the CERES Financial Group, Inc. a firm he founded in 2000 after managing a successful financial planning practice since 1998. He began his career in financial services in 1991 and has experience in financial planning, banking, investments, insurance and retirement planning. In his career he has presented over 400 seminars and individually counseled thousands of people on financial planning, retirement planning and investments.

Jonathan believes that most people can pursue their life's dreams with simple, well designed financial plans.

"The greatest challenge most people face today is sorting through the tremendous amount of financial information that is instantly available from the media, financial industry marketing and at the click of a mouse".

Making smart financial decisions involves having a two-way communication with a financial advisor that is knowledgeable, trustworthy and interested in helping sort through this information and seeing you succeed with your financial plans.

Jonathan's Strategies to Successful Financial Planning

  • Begin. Make a commitment to start.
  • Understand. No need to be an expert, just well informed.             
  • Simplify. The best laid plans are simple ones.
  • Act. Make your plan come alive.

Education and Professional Experience

  • B.S. Northeastern University, 1991
  • 21 years experience in banking, financial planning, business planning, investments, insurance and retirement planning
  • CMFC® Chartered Mutual Fund Counselor, College of Financial Planning, 1997
  • RFC® Registered Financial Consultant, Intern. Assoc. of Registered Financial Consultants, 1998
  • Registered Representative, Royal Alliance Associates, Inc.
  • FINRA Security Registrations 7, 6, 63, 65
  • Insurance Registration in Florida and Massachusetts
  • Investment Advisor Representative, CERES Financial Group