David Gagnon, CPA, CFS, RFC, CCA

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 Today, David...