Meet Our Team

Joe P. Shadduck, ChFC®, CLU®, AIF®

Chartered Financial Consultant

A graduate of Curry College with a BA in economics, Joe started consulting with Baystate Financial Services, a premiere Downtown Boston financial planning firm in 1981, and soon after founded his own firm. Joe now specializes in investment consulting and management, estate planning, employee benefits, and retirement plans for professionals, business owners, and closely held corporations.

Joe is active with the Quincy Rotary Club, the South Shore Chamber of Commerce, the Norfolk and Plymouth Estate Planning Council, and the Neighborhood Club of Quincy, and has served on the advisory board for the Quincy Salvation Army and the South Shore YMCA. He also volunteers at the 1000 Southern Artery Senior Center and with the Travis Roy Foundation to assist individuals with spinal cord injuries. He resides in Braintree.

Fun Facts

Joe has always been passionate about athletics and the life lessons that it teaches. He was a collegiate football player, completed the Boston Marathon, participated in local triathlons, and enjoys coaching youth sports. He also has been a champion arm wrestler at the national level.

CONTACT JOE


Joe's Professional Designations:

  • CLU®: The Chartered Life Underwriter® can distinguish between the many insurance options and hone in on appropriate solutions in a complicated area.
  • ChFC®: The Chartered Financial Consultant® is able to identify, organize, plan, communicate, implement, and monitor a financial plan.
  • AIF®:  The Accredited Investment Fiduciary® designee has acquired a thorough knowledge of fiduciary responsibility, allowing them to act in the best interest of their client, beneficiary, or retirement plan participant. This also requires continuing professional education.
 

10-Year Winner: Five Star Wealth Manager

2012-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in February 2022 based on data gathered within 12 months preceding the issue date. 4,090 Boston-area wealth advisors were considered, 513 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Peter Gagne CPFA®

Financial Planning Associate

Peter is a graduate of Bentley University where he earned a BS in Finance and is pursuing his MS in Finance. He began his career with Shadduck Financial as an intern and has grown into the role of Financial Planning Associate. He holds his Certified Plan Fiduciary Advisor® designation and is a candidate for the CERTIFIED FINANCIAL PLANNER™ designation. Peter is active in Quincy Toastmasters and the Quincy Chamber of Commerce. 

Sports have always been an integral part of his life, especially hockey and baseball. He was a member of the 2022 National Tournament Qualifying, Bentley Men's Club Ice Hockey Team. He has called Quincy home his entire life. 


Peter's Professional Designations:

  • CPFA®: Plan advisors who earn their Certified Plan Fiduciary Advisor® designation demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

Commonwealth Financial Network®

Our RIA-Broker/Dealer

I am proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like me serve their clients. Commonwealth manages total account assets of nearly $200.7 billion.

Click here to read more about our RIA-Broker/Dealer.

Commonwealth Research Team

Commonwealth Advanced Planning Team

Commonwealth Retirement Consulting Services Team