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Jonathan Busa, RFC®

Principal and
Managing Director


866-411-2342
239-344-9785

Jonathan@CFGAdvisors.com

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. 

  • B.S. Northeastern University, 1991
  • 27 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 Reg. Financial Consultants, 1998
  • Registered Representative, Royal Alliance Associates, Inc.
  • Security Registrations 7, 6, 63, 65
  • Insurance Registration in Florida and Massachusetts
  • Investment Advisor Representative, CERES Financial Group
Michele Ann Russell, CFP®
Michele Ann Russell, CFP®
Principal and
Managing Director


866-411-2342
781-344-4401

Michele@CFGAdvisors.com  
  • Co-Founder and Principal of CERES Financial Group, Inc.
  • Holds the Certified Financial PlannerTM certification as authorized by the CFP Board of Standards
  • 16 Years Experience in Financial Planning, Investments and Insurance
  • 16 Years Experience in Retail Banking, Mortgages and Loans
  • Registered Representative, Royal Alliance Associates, Inc.
  • Registrations Series 7, 63, 65
  • Investment Advisory Representative, CERES Financial Group
  • Insurance Registrations- Massachusetts and Virginia
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 Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Insurance services offered by Jonathan Busa and Michele Russell are independent of Royal Alliance Associates, Inc. Investment advisory services offered through CERES Financial Group Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the state(s) of CA, CO, FL, IN, ME, MD, MA, MO, NH, NJ, NY, OH, RI, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.