Mike Beaulieu, CFP®, CFA

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Chartered Financial Analyst®
• Member of MAI’s Investment and Asset Allocation Committees

Work Experience

• Joined MAI in 2014, bringing 16 years of industry experience to the firm
• Conducts financial planning, portfolio management, and research for clients
• Was a Vice President and Guidance Consultant with Fidelity Investments’ Private Client Group and Planning & Guidance Organizations, respectively, responsible for providing comprehensive wealth management to a select group of individual investors
• Previous role centered around the mentoring of account executives in addition to consulting and analyzing the business with senior leadership

Life Outside of MAI 

• Served on the CFP Board’s Disciplinary and Ethics Commission (“DEC”) from 2020-2022

Education

• University of New Hampshire, BA in Business Administration
• University of North Florida, MBA in Business Administration

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.