Christopher Gagnier, CFA, CIMA®
Christopher Gagnier, CFA, CIMA®

Christopher Gagnier, CFA, CIMA®

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Annual income

Responds in about 8 min

Introduction: No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances. We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
Overview

Hired 1 time

Serves Bryn Mawr, PA

Background checked

2100 employees

189 years in business

Reviews

Customers rated this pro highly for work quality, professionalism, and value.

Exceptional 5.0

10 reviews

5
100%
4
0%
3
0%
2
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1
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Josh S.

Personal Financial Planning

Easy choice going with Chris over the others. Took his time, got to know my situation, gave me a plan for free. Smart, knows his stuff. Plan on working LT with him.
Aug 10, 2021
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Verified
James g.

Chris is extremely knowledgeable and professional and always has my best interests in mind. The plan he developed for me was balanced and diversified all at a reasonable fee. Highly recommend!
Jul 22, 2021
Charles R.

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.
Jul 22, 2021
Jackie d.

Super knowledgeable and communicative with a positive attitude. Very professional and helpful for my needs - glad I found them!
Jul 22, 2021
Josh A.

Chris was great at helping me get my investment situation together!
Jul 26, 2021
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.

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