Mike Beaulieu, CFP®, CFA

Senior Wealth Advisor & Team Leader, Managing Director

Ponte Vedra Beach, FL

LET'S CONNECT

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

We look forward to learning about your financial goals.

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