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.
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.
12-Year Winner: Five Star Wealth Manager
2012-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 Boston-area advisors were considered, 580 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 CFP®, CPFA®
Financial Advisor
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 advisor. He holds the the CERTIFIED FINANCIAL PLANNER® certification and Certified Plan Fiduciary Advisor® designation. Peter is an ambassador for Quincy Chamber of Commerce, the secretary of the South Shore Young Professionals Board, and is a member of the Rodman for Kids Charity Young Professionals Board.
Peter's Professional Certifications & Designations:
CFP®: CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow. A CFP is like a money coach — someone trained and certified to help you:
- Make a plan for your money
- Save for retirement
- Pay down debt
- Invest wisely
- Reduce taxes
- Prepare for big life goals, like buying a home or sending kids to college
CPFA®: A CPFA is like a retirement plan guide for businesses. They help:
- Set up and run retirement plans (like 401(k)s)
- Choose good investment options for employees
- Make sure the plan follows all the legal rules
- Help employers understand their 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.
- Click here to read more about our RIA-Broker/Dealer.
- Commonwealth Research Team
- Commonwealth Advanced Planning Team
- Commonwealth Retirement Consulting Services Team