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Brian Lavoie

Professional designations
CFP(R)
Firm or Broker/Dealer name
LPL Financial
States licensed in
Nashua
,
New Hampshire
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Investment Management
Retirement/Retirement Income
Estate Planning
Tax Planning
Time Zone

Brian Lavoie is the founder of Lavoie Wealth Management in Nashua, NH. For almost 25 years, he has been advocating for and consulting with families, businesses, and nonprofit organizations on their financial challenges, helping them to grow, protect, and distribute their wealth.

Brian has a BA in Economics from Dartmouth College and a Masters degree in Finance. He is a CERTIFIED FINANCIAL PLANNER® practitioner, and instructs aspiring advisors nationwide in the coursework to become CFP Board certified.

Brian shared the Eminence Award from the Nashua Chamber of Commerce in 2012 for his community work, and has twice been named one of New Hampshire’s 40 Under Forty, honoring the top 40 residents under age of forty who make NH a better place to work and live.