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Gagnon Wealth Management, LLC is a financial planning and Registered Investment Advisor (RIA) located in Mansfield, MA. Joan M. Gagnon, is the principal and founder.
Joan M. Gagnon, President
 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. She works with clients in Mansfield and all surrounding towns such as Foxborough, Franklin, Sharon, Easton, Norton, etc.
Joan is a CPA, CFP®, PFS and an Investment Advisor Representative (IAR) 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 - Powerball: What If You Win?, May 2013
- Kiplinger Chat - Jump Start Your Retirement Plan Days, February 2013
- US News & World Report - 4 Great Reasons to Save Your Tax Refund, February 2013
- US News & World Report - 7 Tips for People Who Will Retire in 2013, December 2012
- AARPBulletin, November 2012 - Retirement For Two, November 2012
- Dow Jones - Practice Management: Sudden Wealth Can Wreak Havoc, April 2012
- Reuters - Stern Advice: New Angles on Reverse Mortgages, March 2012
- PBN.com - Leading Women Without Borders: Leadership in Action, March 2012
- The Providence Journal - What You Could Do With $336.4 million, February 2012
- AOL Daily Finance - Seniors Seek Alternatives to Cash Flow Problems, June 2011
- New England Cable News - Planning for a Jackpot, January 2011
- The Sassy Ladies Blog Talk Radio Show - When Life Changes Money Changes and When Money Changes Life Changes, January 2011
Affilliations:
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National Association of Personal Financial Advisors -
American Institute of CPAs -
MA Society of CPAs -
Tri-Town Chamber of Commerce -
Rotary International -
Women's Success Network
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