Who We Are
The world today is full of uncertainty. While no one has a crystal ball to peer into the future, we can take control of our finances. We believe results are driven by investor decisions. That is why our approach is rooted in developing personalized plans designed to help keep you on course, regardless of variables that are outside of your control.
The current economic climate poses a particular challenge for retirees seeking to live off of the assets that they saved and invested during their working years. Many are worried that they may outlive their money. Maintaining your lifestyle while drawing from your nest egg is becoming increasingly difficult, but at Fortier Financial we specialize in developing sustainable income strategies.
Fortier Financial is independently owned and operated. This means our advise is objective and independent. We are backed by LPL Financial, which means we are a branch office of one of the nation’s leading diversified financial services companies and the largest independent broker/dealer in the nation.* Through LPL Financial, we are able to offer access to a wide variety of products and services, all of which can be customized to suit your specific needs.
Brad Fortier, CFP®, President
Brad Fortier has been a trusted independent advisor to high-net-worth investors in the greater New Orleans area since 1996. As a leading CERTIFIED FINANCIAL PLANNER™ professional, Brad’s clients value his vast experience in the investment and financial planning industry as well as his personal dedication to helping them realize and achieve their goals. With expertise in retirement, education, estate planning, family protection and more, Brad provides holistic wealth management services that are both client focused and goal oriented.
As a consummate professional who believes in continuing self-improvement and education, Brad earned his CFP® certifications. This nationally recognized standard of excellence ensure adherence to stringent ethical practices, not just applicable laws and regulations. This mark demands we place our client’s interests ahead of our own.
A native of New Orleans and a graduate of Loyola University, Brad is as dedicated to the needs of the community as he is to his clients. He has served on the District A President’s Council that was established to advise on the city’s budget process. He also served as a community leader in the city’s recovery as the president of the Lakeview Civic Improvement Association, the director of capital development for the Beacon of Hope Resource Center, and the chairman of the Finance Committee for the District 5 Neighborhood Recovery Group.
Brad is presently a member of the Board of Trustees for St. Paul’s Episcopal School.
Additionally, Brad regularly lends his expertise as a resource for news media and provides up-to-date articles and opinions on his Guiding Wisdom Blog.
Brad authored Dear Kate: Reflections on Risk and Rewards After the Storm, which recounts his personal life experiences. This book shares the wisdom Brad has gained over the years through a series of heartfelt letters penned to his young daughter, Kate.
Nicole Aucoin Director of Operations
Nicole Aucoin ensures that the needs and expectations of her clients are addressed every step of the way. A New Orleans native, Nicole completed her undergraduate work at Louisiana State University and earned her master’s degree in finance from the University of New Orleans. She incorporates an extensive knowledge of investment analysis and accounting into her management of the firm’s operations and when assisting clients.
Nicole also volunteers with an organization very near and dear to her heart. Henry Aucoin Foundation, dedicated to assisting families with children needing heart surgeries, procedures, medication, equipment, and transplants who are being treated in the greater New Orleans area, as well as giving back to the community.
Kris Fortier, Director of Client Relations
Raised in New Orleans, Kris Fortier graduated from Louisiana State University with a degree in mass communication. Prior to joining Fortier Financial, she oversaw resource development for United Way for the Greater New Orleans Area. Leaving behind a successful career in the nonprofit sector, as Director of Client Relations at Fortier Financial, Kris is charged with guaranteeing that all current and prospective clients receive the best customer experience available in the wealth management industry.
Kris is a member of the Junior League of New Orleans, an organization committed to promoting voluntarism, developing the potential of women, and improving our community through the effective action and leadership of trained volunteers.
*As reported in Financial Planning magazine 1996-2009, based on total revenues.