Cal Financial Group prides itself on trusted, long-term relationships, client privacy and high-quality service.

WHAT WE DO

Cal Financial Group provides comprehensive financial management for clients in the fields of entertainment and sports as well as high-net-worth individuals. As a privately owned firm, we offer our clients independent advice free of any conflicts.

WHERE WE DO IT

Since 2003, our headquarters has been located in Charlottesville, Virginia. We have since expanded with additional offices in New York City, Nashville and Los Angeles to further serve our clients. We provide personalized services to clients from around the world to meet all of their financial needs.

“If you do good work, people will hire you.”

—Calisto “Cal” Venerus

 

OUR SERVICES

We are equipped to provide a wide range of business management services, which include a “CFO” for all of your personal and professional needs.

MANAGEMENT & REPORTING

  • Income Collection and Reporting
  • Budgeting, Cash Flow Management
    and Bill Payment
  • Financial Reporting
  • Property and Estate Management
  • Risk Management Strategies
  • Contract Negotiation

ADMINISTRATION

  • Payroll and Human Resource Administration for Professional and Domestic Staff
  • Royalty and Licensing Administration
  • Charitable Foundation/Fund Accounting and Administration
  • Tour Planning, Administration and Accounting
  • Festival and Event Accounting and Administration
  • Trustee Services

PLANNING

  • Personal and Professional Insurance Planning and Oversight
  • Tax Planning, Preparation and Compliance
  • Investment Oversight and Planning
  • Retirement Planning
  • Major Asset Planning and Purchases
  • Credit/Debit Planning and Acquisition
  • Long-Term Life and Career Planning
  • Estate Planning Assistance

MANAGEMENT TEAM

RIT VENERUS

Senior Managing Director | Charlottesville

As the founder of Cal Financial Group, Rit uses his 30 years’ experience in the entertainment business to guide his clients through their careers and financial matters. His client base includes musicians, actors, athletes and high-net-worth individuals.

SARAH DELLIMORE

Director | Charlottesville

Sarah started as an assistant in 2003 and is now a Director and part of the management team at Cal Financial Group. She has a wide range of clients from high-net-worth individuals to some of our firm’s largest touring clients. Additionally, Sarah helps oversee our royalty department.

AMY SELF

Director | Charlottesville

As a Director, Amy brings her background in accounting and over 15 years of experience at Cal Financial Group to assist clients with day-to-day financial needs as well as planning for long-term goals. She has worked with musicians, athletes, non-profits, management companies and music festivals.

BUTCH GAGE

Managing Director | New York City

Butch started our NYC office in 2011 and has over 15 years of experience in business management. A graduate of the Berklee College of Music in Boston, Butch has turned his love of music into a career supporting young artists, veteran career musicians, and industry creatives helping them navigate all facets of their personal wealth and professional endeavors.

DAN GOSCOMBE

Managing Director | Nashville

Born and educated in New England, Dan started his career in the record industry and quickly moved into business management with film/TV, live promotion and touring clients. After stints in New York City and Denver, Dan moved to start and lead Cal Financial Group’s Nashville office in 2014. Dan thrives in strong client bonds with a sustainable, hands-on approach to both business and personal endeavors.

SWEETA ALI

Director | Los Angeles

Sweeta’s diverse experience in tax, accounting and management has allowed her to work with musicians, actors, and high-net-worth individuals. She is passionate about working closely with clients to help them achieve their definition of financial freedom as she values the uniqueness of each client and their financial goals. Sweeta joined Cal Financial Group in 2019 to help establish the Los Angeles office.