Tax Planning

Cash Talks – Tax Planning

Chad Olivier is a noted CERTIFIED FINANCIAL PLANNER ™ practitioner who owns an innovative wealth management firm, Olivier Group, of Baton Rouge, Louisiana. For more than 17 years he has built a world-class ethical design firm that is a pleasure to work with.

He is insurance licensed and holds Series 7, 24, 52 and 63 securities registrations. He also holds Family Firm 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 the co-author of a wealth management article for the Journal of the Louisiana Dental Association and a published author on The Resourceful Dentist and What Medical School who did not teach you about financial planning.

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