Chad is a prominent CERTIFIED FINANCIAL PLANNER ™ practitioner that owns an innovative wealth management firm, The Olivier Group, LLC, out of Baton Rouge, LA. He is insurance licensed and holds series 7, 24, 52, and 63, securities registrations with LPL Financial. In addition, he has Certificates in Family Business and Wealth Advising from the Family Firm Institute, which provides him with more expertise to assist businesses owners. He is a member of the Baton Rouge Financial Planning Association, the Baton Rouge Estate and Business Planning Council, and Vistage. Chad is a contributing writer of a Wealth Management article for the Journal of the Louisiana Dental Association and a published author of 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.
The Resourceful Dentist
A Guide to Financial Success
by Chad Olivier, CFP ®
The Resourceful Dentist
A Guide to Financial Success
by Chad Olivier, CFP ®
Published Jan 22, 2018
80 Pages
Genre: BUSINESS & ECONOMICS / General
Book Details
Just as there are no shortcuts to be a dentist, there are no shortcuts to be wealthy. This book teaches you how to be a resourceful dentist with your finances. Chad breaks down the technical jargon and discusses financial planning, insurance, investing, retirement strategies, and estate planning in easy to understand terms. Follow along as the book guides you to financial success.
Also by Chad Olivier, CFP ®
