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

Christopher Gagnier, CFA, CIMA®

contact for price

Service type
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: 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

192 years in business

Payment methods

Ask this pro about their preferred payment method.

Social media

Facebook

Featured Projects

2 photos

Reviews

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

Exceptional 5.0

11 reviews

5
100%
4
0%
3
0%
2
0%
1
0%


pro avatar
Josh S.
Aug 10, 2021
·

Hired on Thumbtack

Hired on Thumbtack

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.
Personal Financial Planning
pro avatar
Rob K.
Mar 29, 2023
·

Hired on Thumbtack

Hired on Thumbtack

Chris has been a pleasure to work with. Highly recommend
Personal Financial Planning
pro avatar
James g.
Jul 22, 2021
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!
pro avatar
Charles R.
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.
pro avatar
Jackie d.
Jul 22, 2021
Super knowledgeable and communicative with a positive attitude. Very professional and helpful for my needs - glad I found them!
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.

  • Loading