Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Denver, CO

Beacon Pointe is a Denver based wealth advisor and is one of the largest independent Registered Investment Advisor firms (RIAs) in the nation working with individuals, families, institutions, and defined contribution plans. Our team of investment advisors and financial planners in Greenwood Village focuses on full service financial planning and research driven investments. We help the families we serve build wealth, live off their wealth, and leave a legacy for future generations.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Greenwood Village office to see how best we can assist you with your investment portfolio and financial planning needs.

Meet the Denver Financial Advisor Team

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Kelly Valenzuela

Operations Manager

Kelly Valenzuela is the Operations Manager for Beacon Pointe’s Greenwood Village, Colorado office where she coordinates day-to-day client service activities. Kelly has spent 25 years in the financial services industry with a strong focus on client service and operational excellence. Prior to joining Beacon Pointe, Kelly spent 15 years as the Operations Manager for The Retirement Planning Specialists (which merged with Beacon Pointe in 2021). Before that, she worked in a variety of other roles including stints at Van Kampen Funds (now Invesco) and in the sports disability insurance industry. A native of Houston, Kelly attended Texas State University and has lived in Colorado for 15 years. Outside of the office, she enjoys photography, camping, swimming, live music, and spending time with her daughter and dog in the abundant Colorado sunshine.

Michael Beaulieu, CFP®

Wealth Advisor

Michael Beaulieu is a Certified Financial Planner™ (CFP®) and Wealth Advisor helping clients to prepare for and enjoy a secure and comfortable retirement. His recommendations are based on a careful understanding of each client’s specific situation, coupled with thoughtful analysis and an evidence-based approach to retirement planning and investment management. His mission is to simplify the complicated and assist clients with making smart, informed decisions and avoid costly mistakes. Michael graduated Cum Laude from Colorado State University’s honors program with a degree in Business Administration and a concentration in Financial Planning. Prior to joining Beacon Pointe, Michael was an advisor with The Retirement Planning Specialists, and before that, in a team leadership capacity at T. Rowe Price. In his free time, Michael enjoys weightlifting, watching anything that is Denver sports-related, and spending time with friends.

Sean Curley, CFP®

Partner, Managing Director

Sean Curley is a partner and the managing director of Beacon Pointe’s Greenwood Village, CO office. Sean has spent his career helping clients prepare for and enjoy a secure and comfortable retirement in the context of an ongoing, long-term relationship. His recommendations are based on a careful understanding of each client’s specific situation, coupled with thorough analysis and an evidence-based approach to retirement issues and investment management. Prior to joining Beacon Pointe, Sean founded The Retirement Planning Specialists in 2001 (which merged with Beacon Pointe in 2021) and before that was an advisor with Foland, Curley & Associates and American Express Financial Advisors.  Sean is a Certified Financial Planner™ (CFP®) and graduated from Penn State University, Phi Beta Kappa, with honors, having earned a B.S. in Computer Science, followed by a seven year stretch as a project manager and senior government analyst for American Management Systems in Arlington, VA and Lakewood, CO. He lives in Highlands Ranch, CO with Mary, his wife of 30 years, and their daughter, Erin, when she’s home from college.

Meet the Denver Financial Advisor Team

Filter By

Kelly Valenzuela

Operations Manager

Kelly Valenzuela is the Operations Manager for Beacon Pointe’s Greenwood Village, Colorado office where she coordinates day-to-day client service activities. Kelly has spent 25 years in the financial services industry with a strong focus on client service and operational excellence. Prior to joining Beacon Pointe, Kelly spent 15 years as the Operations Manager for The Retirement Planning Specialists (which merged with Beacon Pointe in 2021). Before that, she worked in a variety of other roles including stints at Van Kampen Funds (now Invesco) and in the sports disability insurance industry. A native of Houston, Kelly attended Texas State University and has lived in Colorado for 15 years. Outside of the office, she enjoys photography, camping, swimming, live music, and spending time with her daughter and dog in the abundant Colorado sunshine.

Michael Beaulieu, CFP®

Wealth Advisor

Michael Beaulieu is a Certified Financial Planner™ (CFP®) and Wealth Advisor helping clients to prepare for and enjoy a secure and comfortable retirement. His recommendations are based on a careful understanding of each client’s specific situation, coupled with thoughtful analysis and an evidence-based approach to retirement planning and investment management. His mission is to simplify the complicated and assist clients with making smart, informed decisions and avoid costly mistakes. Michael graduated Cum Laude from Colorado State University’s honors program with a degree in Business Administration and a concentration in Financial Planning. Prior to joining Beacon Pointe, Michael was an advisor with The Retirement Planning Specialists, and before that, in a team leadership capacity at T. Rowe Price. In his free time, Michael enjoys weightlifting, watching anything that is Denver sports-related, and spending time with friends.

Sean Curley, CFP®

Partner, Managing Director

Sean Curley is a partner and the managing director of Beacon Pointe’s Greenwood Village, CO office. Sean has spent his career helping clients prepare for and enjoy a secure and comfortable retirement in the context of an ongoing, long-term relationship. His recommendations are based on a careful understanding of each client’s specific situation, coupled with thorough analysis and an evidence-based approach to retirement issues and investment management. Prior to joining Beacon Pointe, Sean founded The Retirement Planning Specialists in 2001 (which merged with Beacon Pointe in 2021) and before that was an advisor with Foland, Curley & Associates and American Express Financial Advisors.  Sean is a Certified Financial Planner™ (CFP®) and graduated from Penn State University, Phi Beta Kappa, with honors, having earned a B.S. in Computer Science, followed by a seven year stretch as a project manager and senior government analyst for American Management Systems in Arlington, VA and Lakewood, CO. He lives in Highlands Ranch, CO with Mary, his wife of 30 years, and their daughter, Erin, when she’s home from college.

Meet the Denver Financial Advisor Team

Filter By

Kelly Valenzuela

Operations Manager

Kelly Valenzuela is the Operations Manager for Beacon Pointe’s Greenwood Village, Colorado office where she coordinates day-to-day client service activities. Kelly has spent 25 years in the financial services industry with a strong focus on client service and operational excellence. Prior to joining Beacon Pointe, Kelly spent 15 years as the Operations Manager for The Retirement Planning Specialists (which merged with Beacon Pointe in 2021). Before that, she worked in a variety of other roles including stints at Van Kampen Funds (now Invesco) and in the sports disability insurance industry. A native of Houston, Kelly attended Texas State University and has lived in Colorado for 15 years. Outside of the office, she enjoys photography, camping, swimming, live music, and spending time with her daughter and dog in the abundant Colorado sunshine.

Michael Beaulieu, CFP®

Wealth Advisor

Michael Beaulieu is a Certified Financial Planner™ (CFP®) and Wealth Advisor helping clients to prepare for and enjoy a secure and comfortable retirement. His recommendations are based on a careful understanding of each client’s specific situation, coupled with thoughtful analysis and an evidence-based approach to retirement planning and investment management. His mission is to simplify the complicated and assist clients with making smart, informed decisions and avoid costly mistakes. Michael graduated Cum Laude from Colorado State University’s honors program with a degree in Business Administration and a concentration in Financial Planning. Prior to joining Beacon Pointe, Michael was an advisor with The Retirement Planning Specialists, and before that, in a team leadership capacity at T. Rowe Price. In his free time, Michael enjoys weightlifting, watching anything that is Denver sports-related, and spending time with friends.

Sean Curley, CFP®

Partner, Managing Director

Sean Curley is a partner and the managing director of Beacon Pointe’s Greenwood Village, CO office. Sean has spent his career helping clients prepare for and enjoy a secure and comfortable retirement in the context of an ongoing, long-term relationship. His recommendations are based on a careful understanding of each client’s specific situation, coupled with thorough analysis and an evidence-based approach to retirement issues and investment management. Prior to joining Beacon Pointe, Sean founded The Retirement Planning Specialists in 2001 (which merged with Beacon Pointe in 2021) and before that was an advisor with Foland, Curley & Associates and American Express Financial Advisors.  Sean is a Certified Financial Planner™ (CFP®) and graduated from Penn State University, Phi Beta Kappa, with honors, having earned a B.S. in Computer Science, followed by a seven year stretch as a project manager and senior government analyst for American Management Systems in Arlington, VA and Lakewood, CO. He lives in Highlands Ranch, CO with Mary, his wife of 30 years, and their daughter, Erin, when she’s home from college.

Connect with one of our trusted Financial Advisors in Greenwood Village, CO.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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