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Beta Financial Partners - Financial Planning, Investment Strategies, Longevity Planning, Retirement Planning, Risk Management
Brian Boudreau
Beta Financial Partners - Financial Planning, Investment Strategies, Longevity Planning, Retirement Planning, Risk Management
Office: (719) 400-2382
Email: Email Me
Website: Visit My Website

With over 12 years of industry experience Brian has developed a proven and proprietary process to help his clients efficiently achieve their most important financial goals. This is done by learning about and thoroughly understanding every client’s financial concerns, needs, wants and wishes.

Brian has a passion for investing and learning. He earned his B.S. degree in chemical engineering with a minor in business and economics from the Colorado School of Mines in 2006. After leaving the engineering world, this passion for learning continued in the form of earning the Accredited Asset Management designation in 2013, the Charted Retirement Planning CounselorSM designation in 2015, and most recently becoming a CERTIFIED FINANCIAL PLANNER™ professional in 2017.

Born and raised in Colorado Springs, there is no place he’d rather live. He met his wife, Krystal, while they were both attending Widefield High School, and they got married in 2006. They have two children, Kody and younger sister Katelyn, both of whom attend The Vanguard School. Brian enjoys golfing and traveling, and has been a die-hard Colorado Rockies fan since their inception in 1993.