David J. Gagnon – Financial & Tax Advisor
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. 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, and College Planning.
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.
Today, David is the founder and principal of First Financial Planners, an independent, full-service financial and tax advisory firm. His practice is rooted in personalized service, offering clients strategies uniquely aligned with their financial vision, goals, and objectives. Under his leadership, the firm has developed a reputation for excellence, particularly in retirement planning, and has hosted widely attended seminars for employees and retirees of IBM, Pfizer, United Technologies, the Federal Government, and other major institutions.
David holds several respected credentials, including CPA (Certified Public Accountant), RFC (Registered Financial Consultant), CFS (Certified Fund Specialist), and CCA (Certified College Advisor). These designations reflect his continued commitment to education, professional excellence, and ethical standards in both financial and tax planning.
In addition to his client work, David is recognized as a thought leader in the financial space. His insights have been published in American Chiropractor and Men’s Fitness, and he has been featured on television (WTNH Channel 8) and radio programs across the country. He is the former host of “Your Undiscovered Wealth” and the current host of “Mastering Your Wealth” on WICC 600 AM, airing Saturday mornings at 8:00 AM.
David is a proud member of several professional organizations, including:
- American Institute of Certified Public Accountants (AICPA)
- AICPA Personal Financial Planning Division
- Connecticut Society of CPAs (CSCPA)
- Institute of Business and Finance (IBF)
- International Association of Registered Financial Consultants (IARFC)
- National Association of Financial & Estate Planning (NAFEP)
- National Association of Tax Professionals (NATP)
- Society For Financial Awareness (SOFA)
- Ed Slott’s Master Elite IRA Advisor Group
David has developed a particular specialty in serving federal employees, understanding their unique government benefit structures and helping them integrate these with the rest of their financial picture. Every client engagement begins with a comprehensive Retirement Forecast and Investment Analysis, designed to identify potential obstacles and uncover strategies that support an optimized path toward financial independence and legacy planning.
With a career defined by integrity, knowledge, and a commitment to personalized service, David J. Gagnon continues to help clients across generations master their wealth with clarity and confidence.
