CEO, CERTIFIED FINANCIAL PLANNER™
Chad entered the financial services industry over 23 years ago right out of Northeast Louisiana University. Originally a stockbroker, he studied to become a financial advisor after glimpsing that relationships were at the heart of financial planning.
Chad 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.
He and his wife Rose are proud parents to Conrad, Cole, Christopher, and Charles Max. Outside of the office, he enjoys raising his four boys to be gentlemen that are willing to lead and help make this world a better place.
Get to Know Chad
- Favorite food: Chargrilled oysters and boiled crawfish
- Best piece of financial advice received: Have a plan in place where you set goals and a strategy. Then implement and monitor your progress.
- Favorite holiday: Christmas – I love the season, spending time with our clients, and seeing the excitement of my boys on Christmas morning.
- What motivates you: Guiding my clients through the financial chaos and creating a company that is considered a top-notch ethical planning firm.