Gregory B Gagne ChFC
Greg serves as an investment advisor and is the founder of Affinity Investment Group, LLC an investment advisory firm registered with the SEC, to offer wealth management and distribution-planning services for retirees or those planning to retire.
After earning his Bachelor of Science, a dual degree in economics and finance, from Bentley University in 1991, Greg became a Chartered Financial Consultant in 2001. This came upon completion of courses in estate planning, financial planning, business planning, income tax, and retirement and pension planning through the American College.
Greg is past president of New Hampshire's chapter of the National Association of Insurance and Financial Advisors, having served previously in several capacities on its board. He was awarded the "Distinguished Financial Advisor Award" in 2008. He currently serves on the Executive Committee of the Million Dollar Round Table (MDRT).
Greg has garnered national exposure in professional trade magazines on practice management and planning issues and is also a sought-after speaker on these subjects. He is co-author of several on books Asset Protection and Retirement Distribution Planning.
Greg loves hiking, mountain biking and vacationing in his RV.
He resides in Candia, New Hampshire with his wife and three children (when they are not away at school).