Gagne
DALTON — PJ Gagne has joined Berkshire Money Management as a financial adviser.
Gagne brings a values-based approach to financial planning, helping professionals and business owners in their 50s and 60s answer life’s biggest financial questions and move toward retirement with clarity and confidence.
Gagne specializes in guiding clients through pivotal decisions — such as when to take Social Security, how to protect their children’s future, and how to turn a lifetime of hard work into long-term financial security. His collaborative planning style helps clients understand their best-case scenarios while preparing for uncertainties.
“PJ’s ability to simplify complex decisions and help clients move forward confidently makes him a tremendous addition to our team,” said Allen Harris, founder and CEO of Berkshire Money Management. “His expertise will support our continued growth as we expand services across the region and open our new Williamstown office.”
As the firm announced earlier this year, BMM’s newest location at 136 Water St., Williamstown, will be open by appointment later this month.
Gagne lives in South Hadley with his wife, their children, and pets. He enjoys home projects, coaching soccer, and time with family. He holds a bachelor of arts degree in economics from Fairfield University and is an accredited investment fiduciary (AIF).