Certified financial planner Chad Olivier talks about the benefits of estate planning, avoiding the estate tax, and gifting from parent to child.
Chad Olivier is a prominent CERTIFIED FINANCIAL PLANNER™ practitioner that owns an innovative wealth management firm, Olivier Group, out of Baton Rouge, Louisiana. For more than 17 years, he has continued to create a top-notch ethical planning firm that is a joy to work with.
He is insurance licensed and holds series 7, 24, 52, and 63, securities registrations. In addition, he has Certificates in Family Business and Wealth Advising from the Family Firm Institute, which provides him with more experience to assist businesses owners. He is a member of the Baton Rouge Financial Planning Association, and the Baton Rouge Estate and Planning Council.
Chad is a contributing writer of a Wealth Management article 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.