Who We Are

Joan M. Gagnon Certified Public Account (CPA), Principal and founder of Gagnon Investment Advisory Services, LLC. Joan has been offering clients a controlled, 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 the financial industry and asset allocation.

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

 

Joan is a member of the NFL Players Financial Advisors Program.

 

She is also an active member of NAPFA, National Association of Personal Financial Advisors, the Massachusetts Society of CPA's, the American Institute of Certified Public Accountants, the Foxboro Rotary, and the Tri-Town Chamber of Commerce.