Peter Gagne joined Vantage Point Financial in 2026 as a Financial Planner. During the first six years of his career, he worked at an independent financial planning firm, where he had the opportunity to guide individuals, families, business owners, and retirement plan participants through a wide range of financial decisions. That experience reinforced his belief that every client has a unique story and that the best financial plans are built by first understanding what matters most to each individual.
Helping clients make confident financial decisions is what motivates Peter. He believes financial planning is about creating a comprehensive strategy that aligns with each client's goals, values, and vision for the future.
A Massachusetts native, Peter enjoys staying active, following Boston sports, and exploring the intersection of finance, business, and athletics. He is passionate about continuous learning and strives to make financial planning approachable, practical, and empowering for every client.
Education
Bachelor of Science in Finance
Concentration in Financial Planning
Bentley University, Waltham, Massachusetts
Designations & Licenses
- CERTIFIED FINANCIAL PLANNER® Professional
- Certified Plan Fiduciary Advisor® (CPFA®)
- FINRA General Securities Representative (Series 7)
- NASAA Uniform Combined State Law Examination (Series 66)
- Massachusetts Life & Health Insurance License
Professional Associations
- Financial Planning Association (FPA)
- South Shore Young Professionals (SSYP)
- Quincy Chamber of Commerce
- Charles River Chamber of Commerce