Gage Legare
CFP®, ECA

SENIOR FINANCIAL PLANNER

Currently living in: Glasgow, MT 
Hometown: Glasgow, MT

Gage is a CERTIFIED FINANCIAL PLANNER™ who joined BKFi in 2024 after working at a fee-only planning firm in Montana. He has a finance degree from Montana State University and enjoys building relationships with clients to help them achieve their personal and financial goals.

Get to know Gage:

I'm a golf enthusiast and a fishing aficionado, always looking for my next outdoor adventure. As a dedicated family man, they're my top priority. I'm also on a mission to visit all 30 MLB stadiums, exploring ballparks across the country. And fun fact: I'm a Montana native from the official "Middle of Nowhere" USA!

The best piece of financial advice I’ve ever received is…

“Beware of little expenses; a small leak will sink a great ship.”

Designations and Affiliations:

  • Gage Legare is a CERTIFIED FINANCIAL PLANNER® Professional - Click for Verification

  • Gage Legare holds the Equity Compensation Associate (ECA) Designation

  • Gage Legare holds a Master's in Personal Financial Planning (MSPFP)

  • Gage Legare earned the Master Planner Advanced Studies™ Professional (MPAS™) designation.

  • Gage Legare holds the Chartered Retirement Planning Counselor™ Designation (CRPC™)

  • Gage Legare is an Accredited Wealth Management Advisor™ (AWMA™)