Brian Boudreau, CFP®, is the founder of Beta Financial Partners, where he helps clients simplify retirement income planning and invest with confidence. Since entering the financial planning profession in 2011, Brian has specialized in goals-based strategies designed to achieve life’s most important milestones as safely and efficiently as possible.

Before becoming a financial planner, Brian earned a B.S. in Chemical Engineering with a minor in Business & Economics from the Colorado School of Mines. His engineering background gives him a unique problem-solving perspective, applying discipline and analytical rigor to wealth management decisions. Today, he combines that technical expertise with a client focused planning model—helping to ensure his advice is objective, transparent, and aligned with clients’ best interests.

Brian’s clients appreciate his approachable style and ability to make complex financial decisions clear and manageable. Whether it’s structuring tax-efficient retirement income, coordinating investments, or simply providing clarity in uncertain markets, Brian’s focus is always on helping clients move forward with confidence.

Outside of work, Brian is an avid golfer and former college golf team member, a passion that mirrors his approach to wealth management: strategic, disciplined, and always aiming for the best results.