Joan Marie Gagnon, CPA, CFP®, MST, PFS

About Me

About My Firm

President and Founder

CERTIFIED FINANCIAL PLANNER™, CPA, Masters in Taxation (MST), PFS

Principal and founder of Gagnon Wealth Management, LLC, Joan has been offering clients a full service approach to financial planning with tailored investment management programs since 1998. The firm's clients benefit from her extensive knowledge and expertise in financial transition planning and investment management.

Joan is a CPA, CFP®, PFS and a Registered Investment Advisor offering fee only investment services. She is a graduate of Bentley College and holds a Master in Taxation.

Media Appearances and Articles:
New England Cable News - Planning for a Jackpot
The Sun Chronicle - Advice For Would-Be Millionaires
The Sassy Ladies Blog Talk Radio Show - When Life Changes Money Changes and When Money Changes Life Changes
AOL Daily Finance – Seniors Seek Alternatives to Cash Flow Problems
The Sun Chronicle - Panic Is Not A Strategy

Affiliations:
-National Association of Personal Financial Advisors
-Sudden Money Institute
-NFL Players Financial Advisors Program
-American Institute of CPAs
-MA Society of CPAs
-Tri-Town Chamber of Commerce
-Rotary International
-Toastmasters
-Leading Women
-Women's Success Network


1982

Business Administration Salem State College, Salem, MA
Masters in Taxation, Bentley College, Waltham, MA

Active Member of Rotary International, Former President of the Tri-Town Chamber of Commerce and active member of Women's Success Network; Executive Women's Golf League, and Leading Women

Financial Advisor in Mansfield, MA serving all surrounding areas, including Foxboro, Norton, North Attleboro, Attleboro, Norwood, Walpole; Beverly, MA and all surrounding areas

Financial Planning, Retirement Planning, Investment Management, Wealth Management, Portfolio Management, Tax Planning, Charitable Gifting, Insurance, Estate Planning, Asset Management, Alternative Investments, Business and Continuity Planning, Women Making Financial Transitions, Families Making Financial Transitions, NFL Players and Families

At Gagnon Wealth Management, LLC we pride ourselves in taking a very personal, hands-on approach with our clients. As an avid gardener, Joan tends to her clients with the same care and patience she uses for her favorite flowers. She will work with you to uncover your true wants and needs as the first step in ‘planting’ or establishing where to begin. She will nurture your ideas and help you determine your financial planning personality to grow your portfolio and reach your goals. And she will enjoy and celebrate with you as you reap the benefits of your working together.