Christopher Gagnier, CFA, CIMA®

5

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5

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About

At Janney Chris offers his extensive knowledge in investment management, modern portfolio theory, and holistic financial planning, helping individuals receive guidance on: Retirement Income Planning Portfolio Construction/Risk Management College Savings Small Business Retirement Planning Executive Services (Employer Stock Options) Estate Planning Tax Planning Chris holds his FINRA Series 6, 7, 63, and 66 and received the Chartered Financial Analyst designation from the CFA institute in 2019, while also receiving the Certified Investment Management Analyst designation (CIMA) in 2016.

Overview

Hired 5 times

Background checked

2100 employees

193 years in business

Business hours

SunClosedMon8:00 am - 8:00 pm

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Social media

Facebook

Projects and media

2 photos

Projects and media

2 photos

Services offered

Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

I travel to my customers

I work remotely (phone or internet)

Reviews

Exceptional 5.0

11 reviews

5

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Showing 1-5 of 11 reviews

Samantha G.

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Jul 22, 2021

Very professional and thorough.

Michael G.

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Jul 22, 2021

Stacey R.

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Jul 22, 2021

Very professional, can tell that he is passionate about his work and clients.

Charles R.

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Jul 22, 2021

Chris consistently provides great insights while adding exceptional value. It’s clear he has my best interests at heart, and he makes investing and planning an easy and stress-free process. It is a pleasure working with and learning from him.

Karen G.

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Jul 22, 2021

Professionalism every step of the way--and great results!

Credentials

Background Check

Christopher Gagnier

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I offer a free introductory financial plan.
What education and/or training do you have that relates to your work?
Chris holds his FINRA Series 6, 7, 63, and 66 and received the Chartered Financial Analyst designation from the CFA institute in 2019, while also receiving the Certified Investment Analyst designation in 2016.