Kris Beaulieu, CFP®
Kris Beaulieu grew up here in Fort Worth, Texas. Kris graduated from the University of Texas at Austin where he earned his Bachelor's degree in Finance. Kris has also earned a certificate in financial planning from Boston University and has his Series 6, 7, 63, and 66 registrations as well as his Group 1 Insurance license. In addition, he is a CERTIFIED FINANCIAL PLANNER™ which means he has extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning. Keep in mind that roughly only 17% of all financial advisors in the industry can claim this distinction and commitment to high standards.
Kris has been working with clients since 2002. In addition to having a strong understanding of investments Kris's has knowledge of federal employee benefits including CSRS and FERS retirement plans for federal employees, and works with a variety of current employees and retirees from the areas largest employers such as Lockheed Martin, Alcon, BNSF, and American Airlines. In addition he is well versed with the Teacher Retirement System of Texas (TRS).
Kris lives in Fort Worth with his wife Jessica and their two daughters. They attend Christ Chapel Bible Church where they each participate in small groups. Kris has led numerous classes of Dave Ramsey's Financial Peace University at Christ Chapel and in his free time, Kris enjoys playing golf, playing guitar, and traveling with his family.