Jarett Busacca Email and Phone Number
I'm the founder of CYS Bookkeeping, a dynamic firm that redefines the traditional bookkeeping experience for visionary business owners and entrepreneurs like you. At CYS Bookkeeping, we're not just about crunching numbers; we're about empowering you with strategic financial insights that will propel your business to new heights.Our mission goes beyond that of a typical bookkeeper. We are your dedicated partner in your entrepreneurial journey, committed to unlocking the full potential of your business through our financial expertise. With over 6 years of enriching experience in the financial services industry, I bring a wealth of knowledge to the table.My journey began as the Director of Financial Planning at Gambin Financial Group, where I spearheaded business consulting and multifaceted financial planning projects. I had the privilege of collaborating with business owners across various dimensions of their lives, encompassing tax planning, asset protection, risk management, and estate planning.I'm driven by a passion for financial excellence and a genuine desire to see your business thrive. Let's embark on this journey together, where our expertise becomes your competitive advantage, and your success is our shared victory. Connect with me today, and let's explore the limitless possibilities for your business's financial future.
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Financial PlannerVenture Wealth SolutionsWinter Park, Fl, Us -
ControllerThe Merlin Group Jan 2024 - Present -
OwnerCys Bookkeeping Jun 2023 - Present -
Director Of Financial PlanningGambin Financial Group Jan 2022 - Jun 2023Ensure full implementation, execution, and on-going project work completion between clients, strategic partners, and advisors. Providing clear communication between all parties while working through each project.Categories of projects include: tax planning, asset protection, risk management, and estate planning for business owners.Responsible for tracking and holding strategic partners accountable to revenue sharing arrangements, P&L management, and continued revenue growth.Act as a case manager between each department to ensure efficient communication and a smooth experience for the client. -
ParaplannerGambin Financial Group May 2021 - Jan 2022 -
Branch AssociateAegis Advisors, Llc Sep 2019 - May 2021Completed multiple advisory platform transitions. Daily phone and in person interaction with prospective and existing clients. Created custom spreadsheets to assist in client’s understanding of investments as well as all correspondence, letters, and marketing material for potential clients. Prepared client’s documentation for proper account maintenance, assisted clients in all aspects of customer service for above and beyond client care.Assisted in preparing detailed financial plans for clients using MoneyGuide Pro.
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Service AdvisorRaymond James Sep 2017 - Sep 2019Tampa/St. Petersburg, Florida Area -
International Finance InternKey Investment Group Jan 2017 - Aug 2017Winter Park, Florida
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Marketing And Communications InternWinter Park Chamber Of Commerce Jun 2016 - Nov 2016
Jarett Busacca Education Details
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International Business
Frequently Asked Questions about Jarett Busacca
What company does Jarett Busacca work for?
Jarett Busacca works for Venture Wealth Solutions
What is Jarett Busacca's role at the current company?
Jarett Busacca's current role is Financial Planner.
What schools did Jarett Busacca attend?
Jarett Busacca attended Rollins College.
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