Kris Beaulieu CFP®, BFA
Kris was raised here in Fort Worth, Texas, and graduated from University of Texas at Austin with a Bachelor's degree in Finance. As a lifelong learner, he continues to work on expanding his knowledge to serve our clients best. He earned a certificate in financial planning from Boston University and has his Series 6, 7, 63, and 66 licenses 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. Learn more about the CERTIFIED FINANCIAL PLANNER™ designation here.
Kris has been on the frontlines of the financial services industry since 2002 and has a vast understanding of federal employee benefits including CSRS and FERS retirement plans for federal employees. He has helped his dad retire from the FAA under CSRS, his mom from the US Postal Service under FERS, and dozens of other government employees transition into retirement from roles in public service and education. He has also served a variety of employees and retirees from the area's largest employers such as Lockheed Martin, Alcon, BNSF, and American Airlines.
Kris resides in Fort Worth with his wife Jessica and their two daughters, Audrey and Lauren. They attend Christ Chapel Bible Church where they each participate in small groups. He also has led numerous classes of Dave Ramsey's Financial Peace University at Christ Chapel and in his free time, enjoys playing golf, playing guitar, and traveling with his family.
