As President of Fortier Financial, Brad Fortier leverages over 16 years of experience as a trusted independent advisor, specializing in guiding high net worth investors in the Greater New Orleans Area through the complexities of retirement planning. His expertise as a CERTIFIED FINANCIAL PLANNER™ and...
As President of Fortier Financial, Brad Fortier leverages over 16 years of experience as a trusted independent advisor, specializing in guiding high net worth investors in the Greater New Orleans Area through the complexities of retirement planning. His expertise as a CERTIFIED FINANCIAL PLANNER™ and Certified Estate Planner™ enables him to craft tailored, credible written plans that empower clients to sustain their ideal lifestyles, even amidst today’s unpredictable socio-economic landscape.
At Fortier Financial, Brad leads key projects focused on Sustainable Income Planning, ensuring that clients have reliable income streams throughout their retirement years. His approach is grounded in downside risk-aware wealth management, which emphasizes the importance of protecting clients' assets while still pursuing growth opportunities. Additionally, Brad is passionate about Values-Based Wealth Transfer, helping clients articulate their legacy goals and implement strategies that align with their family values and philanthropic aspirations.
Brad's extensive skill set encompasses financial planning, portfolio management, and asset management, making him a well-rounded resource for clients navigating the intricacies of wealth management. His commitment to education is evident in his role as a published author, where he shares insights on effective financial strategies. By combining his deep industry knowledge with a personalized approach, Brad Fortier continues to be a pivotal figure in the financial planning community, dedicated to helping clients achieve financial security and peace of mind as they transition into retirement.
