Brian Beaulieu, ChFC®, AIF®

Brian Beaulieu, ChFC®, AIF®
Investment Planning, Wealth Management
Financial Advisor
Belfast, Waterville
Direct: 207-230-5846
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Brian is a Chartered Financial Consultant® and Accredited Investment Fiduciary® Designee who believes that working with clients to help solve their financial concerns is meaningful and important work.

A native of Brewer and a graduate of the University of Maine in Orono, Brian worked in Florida as director of wealth management for Riverside Bank of the Gulf Coast, as a financial consultant for Union Trust in Maine, and as manager of financial services for Prudential Financial.

Working at Allen Insurance and Financial is a kind of homecoming for Brian. In 1990, his father Gary joined the company as its first financial consultant, playing a key role in establishing financial services as an integral part of the company. More recently his son Christopher (3rd generation) has joined the team as a financial advisor.

Outside of work, Brian enjoys hunting, fishing, hiking, playing golf and coaching soccer. He and his wife, Dawn, have four grown children.

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