Beau Beaullieu, AIF® CPFA, Managing Partner & Financial Advisor
As a veteran of the retirement plan industry and a partner in CoSource Financial Group, LLC, Beau specializes in the implementation, maintenance and ongoing service of qualified retirement plans. His main role is to create a comprehensive retirement plan program that meets the fiduciary needs of business owners and their executives, as well as to provide ongoing educational services to their employees. For more than 20 years, Beau has worked with plan sponsors to coordinate appropriate retirement plan design and fiduciary governance protocol. He has improved the retirement readiness of thousands of employees by delivering the fundamentals of retirement planning, asset allocation and the need for increased savings in a proven manner to employers and their plan participants. Beau is the leader of CoSource’s Fiduciary Task Team, which researches legislative trends that affect fiduciary obligations of plan sponsors.
A native of South Louisiana, Beau graduated from Louisiana State University with a degree in finance. He continued his studies at the University of Louisiana at Lafayette, where he received his Master’s in Business Administration (MBA). Among the 450,000 financial advisors in the United States, Beau was selected as one of the top 75 advisors to participate in the inaugural class of The Retirement Advisor University at UCLA’s Anderson School of Management, where he became one of the first Certified 401(k) Professionals in the State of Louisiana. He serves as a fiduciary advisor and is an Accredited Investment Fiduciary (AIF®).
Beau lives in Acadiana with his wife, Kaci, and four children, Mary-Alizabeth, Emma, Beau and Thomas.
The NAPA Top DC Advisor Teams list highlights the nation’s leading retirement plan advisor firms. This list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement. The accolade is based on the previous calendar year’s numbers but was too unwieldy and confusing to tag it as such. We have updated the title to reflect the year in which it is released even though it is still based on last year’s numbers. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2014 Aces: Top 100 Retirement Plan Advisors Under 40 issued by NAPA. The “Aces” list, formally the NAPA Top Retirement Plan Advisors Under 40, was established in 2014 and is compiled from applications submitted by nominees designated by NAPA Broker-Dealer/RIA Firm Partners; applications are reviewed by a panel of senior advisor industry experts using a mix of nominee provided quantitative and qualitative data and a broker check review. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.