Christopher Gagnier, CFA, CIMA®

Offers remote services

Discounts available

Offers remote services

Discounts available

contact for price

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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 4 times

Serves Bryn Mawr, PA

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2100 employees

191 years in business

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Facebook

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Reviews

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

Exceptional 5.0

11 reviews

5

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Josh S.

Aug 10, 2021

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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

Rob K.

Mar 29, 2023

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Hired on Thumbtack

Chris has been a pleasure to work with. Highly recommend

Personal Financial Planning

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!

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.

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.