Financial planning, investment management, brokerage work -- Gagne Wealth Management Group President and Branch Manager Jay Gagne has amassed more than 20 years of financial industry experience that he regularly shares with clients. From short-term planning objectives to long-term strategic plans and goals, Gagne applies his learned knowledge to gaining the best results possible for individuals and institutions.
When working with a financial advisor, experience is key. Expertise means an individual who has learned what can go wrong -- what may have gone wrong in the past -- and how to avoid various pitfalls in the planning and investing process. With two decades of work behind him, including watching the evolution of the financial industry since he 1995, Gagne has ample information to share with all clients. Whether a new investor without knowledge or one who is entering the marketplace with vast dealings in investments, Gagne manages all accounts using his own learned experience, including multiple certifications.
Gagne is a registered FINRA (Financial Industry Regulatory Authority) broker as well as registered with the U.S. Securities and Exchange Commission (SEC). Additionally, he holds his Certified Investment Management Analyst (CIMA) certification from Wharton School of Business in Pennsylvania.
When working with a financial advisor, experience is key. Expertise means an individual who has learned what can go wrong -- what may have gone wrong in the past -- and how to avoid various pitfalls in the planning and investing process. With two decades of work behind him, including watching the evolution of the financial industry since he 1995, Gagne has ample information to share with all clients. Whether a new investor without knowledge or one who is entering the marketplace with vast dealings in investments, Gagne manages all accounts using his own learned experience, including multiple certifications.
Gagne is a registered FINRA (Financial Industry Regulatory Authority) broker as well as registered with the U.S. Securities and Exchange Commission (SEC). Additionally, he holds his Certified Investment Management Analyst (CIMA) certification from Wharton School of Business in Pennsylvania.
