Michael Beaulieu, CFP®
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.