Michael BeaulieuMichael Beaulieu, CFP®
Wealth Advisor

Request an Appointment | Office Information

Michael Beaulieu is a Certified Financial Planner™ (CFP®) and Wealth Advisor in Beacon Pointe’s Greenwood Village, CO office. Through a comprehensive financial planning process, he helps clients plan for their long-term goals and objectives so they can retire comfortably and confidently. Michael specializes in retirement planning, including income and tax planning, charitable and estate considerations, and investment management. He offers customized investment solutions to ensure each client’s specific goals are met before and during retirement. Michael enjoys the personal connection he develops with his clients and is dedicated to building meaningful, long-lasting relationships. 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 a Financial Planner with The Retirement Planning Specialists. Outside the office, Michael enjoys exercising, reading, cheering on the Denver Nuggets, and trying new restaurants around his community. 


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.