Gabriella Beaulieu

Gabriella Beaulieu is a Personal CEO at Beaulieu & Associates, LLC, based in Connecticut.2 She has been in this role since July 2018, accumulating over 6 years of experience in the position.2

As a Personal CEO, Gabriella specializes in working with clients who are 55 years and older.2 Her role involves helping individuals manage their personal and financial affairs, much like a CEO would manage a company. This includes:

1. Providing proactive financial planning
2. Ensuring accountability for clients and their teams
3. Coordinating with various financial experts
4. Offering transparent financial advice
5. Simplifying clients' financial situations1

Gabriella is known for her understanding of the challenges faced by individuals balancing multiple roles in life, such as being a wife, mother, and business leader. Her approach aims to help clients align their values and goals, live purposefully, and create a lasting legacy.1

At Beaulieu & Associates, LLC, Gabriella and her team offer services that include:

• Financial planning and management
• Coordination of various financial professionals
• Regular check-ins to anticipate and address potential issues
• Streamlining clients' financial affairs

Gabriella's LinkedIn profile can be found under the username gabriella-beaulieu-309519119, which matches the information provided in the query.23