Marc R. Beausoleil, CFP ® is the Director of Financial Planning for Strategic Retirement Partners Northeast. He is a Certified Financial Planner™ professional who works with clients to help them plan, invest, and implement solutions for pursuing their financial goals and priorities.
Prior to joining Strategic Retirement Partners, Marc conducted employee education for retirement plan clients aimed at improving retirement readiness. Previously, he was responsible for directing retirement plan services for Meridian Financial and later worked for the Principal Financial Group.
In 2011, Marc joined GPS Investment Advisors (now SRP) to lead the employee education effort and manage a growing wealth management practice. In addition to his Certified Financial Planner designation, he also holds Series 7 and Series 66 FINRA licenses. He is also insurance licensed in several states where SRP conducts business. In 2009 he earned the Chartered Financial Consultant (ChFC) designation and is a Registered Representative with LPL Financial. He is also an Investment Advisor Representative with WELLth Advisory Services.
Throughout a career that has spanned more than 35 years, Marc has worked in several industries with roles in financial analysis, sales, and marketing. He is summa cum laude graduate of Bryant College and earned a Bachelor of Science degree in Finance.
After calling New England home for his entire life, Marc and his wife Jill relocated to Venice, Florida in 2019 to enjoy the sunshine and be closer to family. Marc and Jill have two adult sons who now live out in California and Australia.
*Series 7 registration held through LPL Financial. Series 66 registration held through LPL Financial and WELLth Advisory Services.
