Brian Beaulieu Email & Phone Number
Financial Advisor ChFC®, AIF® @ Allen Insurance and Financial
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Brian Beaulieu Location
- Belfast, ME, US
Brian Beaulieu Work
- 2012 -now Financial Advisor ChFC®, AIF® @
- 2009 -2012 Financial Consultant, ChFC® @ Beaulieu Financial Services, LLC.
- 2008 -2009 Director of Wealth Management @ Riverside Bank of the Gulf Coast
- 2004 -2008 Financial Consultant @ Cornerstone Investments (Union Trust Bank)
- 2001 -2004 Manager Financial Services @
Brian Beaulieu Education
- University of Maine, Orono
Bachelor of Science (BS) (Finance & Management)
1984-1990
Brian Beaulieu Skills
- Personal Financial Planning
- Investment Management
- Social Security Planning
- Insurance
- Social Security
- Investment Advisory Services
- Portfolio Management
- Financial Reporting
- Investments
- Business Analysis
- Finance
- Strategic Planning
Brian Beaulieu Summary
- Brian Beaulieu, based in Belfast, ME, US, is currently a Financial Advisor ChFC®, AIF® at Allen Insurance and Financial. Brian Beaulieu brings experience from previous roles at Beaulieu Financial Services, LLC., Riverside Bank of the Gulf Coast, Cornerstone Investments (Union Trust Bank) and Prudential Financial. Brian Beaulieu holds a 1984 - 1990 Bachelor of Science (BS) in Finance & Management @ University of Maine, Orono. With a robust skill set that includes Personal Financial Planning, Investment Management, Social Security Planning, Insurance, Social Security and more. Brian Beaulieu has 1 emails and 3 mobile phone numbers on RocketReach.
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