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About David Gagnon, CPA, CFS, RFC, CCA — Madison, Connecticut
David J. Gagnon is a highly accomplished Financial and Tax Advisor with over four decades of experience guiding individuals and families through the complexities of financial planning.
Areas of Expertise
With 42 years in the field, David brings deep expertise in:
Income and Estate Tax Planning
Asset Protection
Wealth Management
Retirement and Income Distribution Planning
Multi-Generational Wealth Transfers
Business Succession and Exit Strategies
College Planning
Education and Career
A graduate with honors from Bentley University, David earned a Bachelor of Science in Business Management with a concentration in Accounting. He began his career as a licensed CPA, gaining hands-on experience at two prominent regional firms in Connecticut and the global accounting leader Deloitte & Touche. In 1988, he launched his own CPA firm, which he later sold to fully dedicate his time and passion to building a comprehensive financial planning practice.
First Financial Planners
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Frequently Asked Questions About Financial Advisors in Madison, Connecticut
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