Michael Beaulieu, CFP®
Wealth Advisor
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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. Prior to joining Beacon Pointe, Michael was a Financial Planner with The Retirement Planning Specialists. Michael graduated cum laude from Colorado State University’s honors program with a degree in Business Administration and a concentration in Financial Planning. Michael serves on the Board of Directors of the Dumb Friends League, a leading animal welfare organization. A Colorado native, Michael enjoys cheering on the Denver Nuggets and trying new restaurants around his community.