Tax Planning

Cash Talks – Tax Planning & the Monetary Planning Course of

Chad Olivier is a noted CERTIFIED FINANCIAL PLANNER ™ practitioner who owns the innovative asset management firm Olivier Group of Baton Rouge, Louisiana. For more than 17 years he has built a world class ethical planning company that is fun to work with.

He holds an insurance license and holds Series 7, 24, 52 and 63 securities registrations. He also holds family business and wealth advisory certificates from the Family Firm Institute, which gives him more experience in assisting business owners. He is a member of the Baton Rouge Financial Planning Association and the Baton Rouge Estate and Planning Council.

Chad is a contributing author of an article on wealth management for the Journal of the Louisiana Dental Association and a published author of The Resourceful Dentist and What Medical School Did Not Teach You About Financial Planning.

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