Managing Partners

The roots of the Beaulieu family run deep in Rhode Island.

The Beaulieu’s father, Richard Beaulieu, CLU®, joined John Hancock Financial Network over 50 years ago as an agent then progressed his way up the ranks to a field manager who began leading the Rhode Island office in 1972.

His legacy of excellence has grown with his sons, Rick and Kevin, who took over the management of the firm in 2002. Since then, the firm has grown to more than 70 financial professionals throughout Southern New England and into New York State.

Richard P. Beaulieu, Jr., CLU®, ChFC®, AIF®

In 2002, Rick was named Managing Partner of Independence Financial Partners, a firm known for helping families and businesses achieve financial success for generations.

Kevin J. Beaulieu, ChFC®, AIF®

Kevin was named Managing Partner of Independence Financial Partners in 2002, a firm known for helping families and businesses achieve financial success for generations.

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