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

Christopher Gagnier, CFA, CIMA®

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Service type
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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 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

Reviews

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

Exceptional 5.0

11 reviews

5
100%
4
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3
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2
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Samantha G.
Jul 22, 2021
Very professional and thorough.
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Michael G.
Jul 22, 2021
Excellent experience. Very knowledgeable. Would highly recommend.
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Stacey R.
Jul 22, 2021
Very professional, can tell that he is passionate about his work and clients.
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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.
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Karen G.
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.

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