Matthew Gagnon (CFA, CFP®)
Matthew Gagnon focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- AUM
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- Alternative or Private Investments
- AUM
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
Planning Specialties
I've been an investment professional since 2007, and earned my CFA charter in 2014. My investment experience trained me to build and stress-test investment strategies with rigor. For clients near retirement, I focus on retirement income. That means sequence-of-returns risk, withdrawal strategy, Social Security timing, Roth conversion planning, and the tax rules that govern distributions. For high earners still in their accumulation years, I focus on cash flow planning, optimizing income, and build tax-efficient investment strategies that account for a long runway.Additional Information
I run this practice the way I would want someone to treat my own family's money. Live and work in McKinney, Texas (Dallas-Ft. Worth Metroplex). Outside the office, I am a Christ-follower and a father. Also a Ramsey SmartVestor Pro and member of the XY Planning Network. I write regularly at www.empowermenttools.net and on LinkedIn about retirement planning and the decisions that come with it. If you want to see how I think before we ever talk, start there.NAPFA Start Date
September 04, 2026
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