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 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, and United Technologies.

Credentials

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.

Media Presence

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.

Specialty in Federal Employees

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.

Contact David today to discuss your retirement planning needs in Madison, Connecticut.

Financial Advisors in Madison

David Gagnon, CPA, CFS, RFC, CCA