Mike Beaulieu, CFP®, CFA

Designations

• CERTIFIED FINANCIAL PLANNER™ professional
• 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