Denise Beaulier
Wealth Management Advisor|CFP®, CLU®, RICP®, ChFC®, WMCP®
Professional
My passion for this career comes from my own real life experience of my husband and I working with our own NM advisor from the time we were in our early 20’s. We appreciated the insights along the way and understanding how the pieces of investments and insurance fit together. I know that we would have not made such good decisions along the way, without our advisor continuing to provide insight as we went through our phases of life.
I have now been advising for over a decade and have found that I can offer the most value to clients who are approaching or in retirement. Through our robust planning process, we provide expert guidance around asset location and management, distribution strategies, taxes, social security, Medicare, along with trust and estate planning. Our sole goal is to equip our clients with as much knowledge and guidance possible to not only have a secure retirement, but to enable them to live their best lives intentionally.

Designations
Denise has earned the CFP®, CLU®, ChFC® and RICP® designations from The American College.
CFP® CERTIFIED FINANCIAL PLANNER®
CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and make recommendations in the clients' best interest.
CLU® Chartered Life Underwriter
The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Advisors such as Denise Beaulier, as well as field managers and others involved in providing life insurance products to the public, the CLU ® designation is the common bond for continuing growth and commitment to professionalism.
RICP® Retirement Income Certified Professional
A professional designation for experienced financial professionals who wish to become experts in retirement income planning. A Retirement Income Certified Professional helps retirees and near-retirees develop a plan for managing and using the assets they have accumulated for retirement in order to live within a realistic budget and not run out of money
ChFC® Chartered Financial Consultant
The ChFC® program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients
Get to know me
My husband (Blaise) and I are quickly approaching our 40th anniversary. We have 2 sons (Korie & Konnor), along with our son in Bolivia (Jaime) who spent a year with us when all the boys were in High School. Korie married Leah at a small ceremony in Italy in the summer of 2023 and we were thrilled to host their wedding reception at our home in Waterford.
We’re passionate about traveling and try our best to live our lives intentionally, as I encourage my clients to do. We enjoy spending time in Beaver Creek, CO several times a year to spend time with family and friends skiing, hiking & outdoor activities. We have lifelong friends that we also travel with whenever we can. There were 17 of us at our trip to Alaska and there are now 18 of us with the first grandchild of our group as of December 2023!
I’m a lifelong learner and feel it’s important to make sure that I am thoughtful and proactive in my planning with my clients. With Blaise being such an avid hunter – I often refer to his “hunting seasons” as my “study seasons”.
I enjoy giving back and am involved in several organizations including: Waterford Tennis Association, Walk to End ALZ, and St. Thomas Aquinas (Country Fair).





Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Alzheimer's Association - Pickle for Purple Event
Pickle for Purple event on June 22, 2024 from 4-6 p.m. is a charity Pickleball tournament for all levels of play with proceeds supporting ALZ research!

How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
