Chad Olivier

Chad embarked on his career in the financial services industry nearly 30 years ago, following his graduation from Northeast Louisiana University. Initially starting as a stockbroker, Chad soon recognized that the essence of successful financial planning lies in building meaningful relationships. This insight led him to pursue a career as a financial advisor.

Today, Chad is a prominent CERTIFIED FINANCIAL PLANNER™ practitioner and the owner of the Olivier Group, an innovative wealth management firm based in Baton Rouge, Louisiana. Over the past two decades, he has established a distinguished reputation for ethical and client-centered financial planning. Chad holds multiple securities registrations, including Series 7, 24, 52, and 63, and is insurance licensed. His advanced qualifications include Certificates in Family Business and Wealth Advising from the Family Firm Institute and a Certified Exit Planning Advisor designation from the Exit Planning Institute, which enhances his expertise in assisting business owners with complex financial transitions.

Chad’s professional involvement extends to his membership in the Baton Rouge Financial Planning Association and the Baton Rouge Estate and Planning Council. He also contributes to the financial planning community as a writer for the Journal of the Louisiana Dental Association and as the author of The Resourceful Dentist and What Medical School Did Not Teach You About Financial Planning. Additionally, Chad shares his financial expertise through the “Money Talks” segment on a Baton Rouge news broadcast, where he offers valuable insights and practical advice on a range of financial topics.

Outside of his professional achievements, Chad is a dedicated family man. He and his wife Rose are proud parents to Conrad, Cole, Christopher, and Charles Max. Their son Cole is on the Autism Spectrum, and both Chad and Rose are actively involved in the special needs community. Their advocacy includes supporting organizations and programs that provide resources and assistance to individuals with special needs and their families.

Chad’s commitment to his family, his profession, and his community reflects his unwavering dedication to making a positive impact. Whether through his financial planning practice, community involvement, or special needs advocacy, Chad continues to be a trusted and compassionate leader.