Christopher Gagnier, CFA, CIMA® | Bryn Mawr, PA

Total Hires: 5 times
Service Area: Bryn Mawr, PA
Team Size: 2100 employees
Business Duration: 193 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

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.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Christopher Gagnier
- Completed on 11/23/2022

More Financial Planners Nearby

Self

5.0
- 1 employee
- Serves Allentown, PA
- 32 years in business
Check Now
Justin L. Pierce -Financial Advisor

5.0
- Hired 2 times
- 4 employees
- Serves York, PA
Check Now
Aleeyah Hadnot Financial Advisor

5.0
- 1 employee
- Serves Philadelphia, PA
- 3 years in business
Check Now
Claudes Personal Finance

5.0
- 1 employee
- Serves Philadelphia, PA
- 3 years in business
Check Now
Zhach Kelsch - Licensed Financial Coach

5.0
- Hired 1 time
- 5 employees
- Serves Albrightsville, PA
- 5 years in business
Check Now
Elisha & Taylor Hill - Financial Professionals

5.0
- Hired 1 time
- 20 employees
- Serves Pittsburgh, PA
- 3 years in business
Check Now