Steve Stanganelli
CFP®, CRPC®, AEP®, CCFS®, CCFC®
Clear View Wealth Advisors, LLC & Boston Tax Planners
Managing Member / Financial Planner
Steve Stanganelli
CFP®, CRPC®, AEP®, CCFS®, CCFC®
Clear View Wealth Advisors, LLC & Boston Tax Planners
Managing Member / Financial Planner
As a fee-only fiduciary financial planner, my focus is to help you make smarter money moves. We don't sell. We advise. Plan Well. Invest Smart. Live Better. Start Now. - Steve Stanganelli, CFP®, CRPC®, AEP®, CCFS®, CCFC®
Fee-Only Financial Planner and Tax Advisor serving Millennials, Baby Boomers, and Retirees from Greater Boston to Southern New Hampshire and the Seacoast from Offices in Amesbury, Burlington, Newburyport and Wilmington.
BACKGROUND
Steve Stanganelli is a five-star rated, board-certified fee only financial planning professional who has over 20 years of experience coaching individuals and businesses on ways to improve and protect their personal or business bottom line.
Mr. Stanganelli earned his Master of Science degree in Finance (MSF) with a concentration in Personal Financial Planning from Bentley College of Waltham, Massachusetts with high distinction. Mr. Stanganelli is also an honors graduate of the University of Massachusetts – Lowell. He is also an elected member of the Amesbury City Council.
Professionally, he has earned the CERTIFIED FINANCIAL PLANNER ™, CHARTERED RETIREMENT PLANNING COUNSELOR ™, ACCREDITED ESTATE PLANNER, and CERTIFIED COLLEGE FUNDING SPECIALIST designations.
He is an active member of the Financial Planning Association of Massachusetts, the Merrimack Valley Estate Planning Council, and the National Association of Tax Professionals.
He is a featured advisor providing content and commentary on a range of financial, investing, retirement, tax, college and divorce planning topics on various platforms including the Paladin Registry, Brightscope, Money Tips, and Investopedia, and has quoted in numerous publications including the WSJ and Kiplinger's.
Visit My Planning Niche Websites for Divorce Financial Planning, Collaborative Divorce Planning, Tax Planning, Tax Preparation, and College Financial Planning .
PERSONAL NOTE from Steve Stanganelli
Professionally, I see myself as a financial coach or navigator. My role is to help clients navigate the sea of confusion that is personal finance. I have worked hard to develop my experience and assemble the kinds of tools that are needed to help my clients with a variety of financial challenges including divorce, funding college tuition and building efficient portfolios for long-term investing goals.
In my professional work I am humbled knowing that people entrust me with their hard-earned wealth — regardless of the amount — or seek my guidance on any number of life-changing issues that can affect their personal bottom line. I find it rewarding and humbling each time a client entrusts me not just with their money to manage but their dreams.
I am like many of my peers, a member of the “Sandwich Generation” having cared for elderly parents while raising a family of my own.
I know what it feels like trying to deal with the frustrating details of Medicare and the Part D “donut hole.” I know what it feels like to juggle the responsibilities as an elder care giver with the demanding schedule of raising a young family.
I know all too well the sense of loss created by an unexpected corporate downsizing or downturn in business or sudden death of a loved one.
Like many of you who may read this, I lead a complex life – husband, father, son, homeowner, landlord, professional by day, weekend athlete (road cyclist in my case).
I can relate to the challenges my clients have faced or will meet. And I genuinely want to share my wisdom, experience and training to help others make the most with their lives.
While my parents did well enough for themselves and their family to achieve the American Dream, we live in much more complex times distracted by our many roles and daily challenges requiring more professional help to make sense of all the choices confronting us.
You don’t have to confront these varied challenges on your own when you can gain from the perspective of someone who’s been there, seen that and knows how to bring this experience to life to help.
Steve Stanganelli is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Who We Are
Clear View Wealth Advisors is an independent fee-only fiduciary financial planning firm and is a Registered Investment Adviser based in Amesbury, Massachusetts and serving clients throughout the Merrimack Valley, North Shore and Greater Boston and southern New Hampshire/Seacoast areas from office locations in Wilmington, Burlington, Amesbury and Newburyport. The firm is registered in Massachusetts and New Hampshire and serves clients nationwide where permitted.
We offer clients an objective, independent and qualified resource in the following areas:
- Retirement Income Planning
- Divorce Financial Planning
- College Aid & Funding Strategies
- Elder Care Financial Issues
- Alternative Investment, Tax Planning & Self-Directed IRA Strategies
- Low-Cost ETF Investing
- Strategic and Tactical Investment Management
- Risk-Managed Investing with Proactive Tactical Advice for 401k Accounts
Who We Work For
We work for you, our client as a Fee-Only advisor. No insurance, annuities or investment products. Just unbiased, independent advice.
We strive to work with a small, select group of individuals on an ongoing basis as a trusted advisor. This group includes business and investment real estate owners, single women, same-sex couples, business managers, professionals, entrepreneurs, and pre-retirees living and working throughout eastern Massachusetts, Greater Boston and the North Shore as well as the Seacoast area of New Hampshire including Portsmouth, Exeter, Hampton and Dover.
We welcome clients from all walks and stages of life and have particular focus on those in education, engineering, technology, medicine and allied health professions.
We offer financial planning, investment management and guidance to individuals and families of all income and asset levels. We have no minimum income or net worth requirements.
What We Do for Clients
We offer different levels of service based on each client's specific needs ranging from financial planning on an hourly basis or projects on a fixed fee basis up to comprehensive financial planning and advisor-directed investment management on either a fixed fee or assets under management fee model.
Why People Hire Us
We are approachable, non-judgmental and objective. We offer a planning-first approach to help you develop a road map for your life’s journey.
Our clients represent a range of individuals, couples, families and organizations, including: young professionals, retired couples, business owners, single women and managers in high tech as well as medical and dental professionals.
Our clients are tired of Big Box financial supermarkets. They are also tired of going it alone despite success in other areas of their life. They may lack the time or motivation to be a Do-It-Yourselfer. They crave a higher degree of personalized service with insightful proactive advice and answers to their financial questions. They seek solutions that are objective and not based on the purchase of an investment or insurance product.
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Steve Stanganelli is a five-star rated, board-certified financial planning professional who has over 20 years of experience coaching individuals and businesses on ways to improve and protect their personal or business bottom line.
Mr. Stanganelli earned his Master of Science degree in Finance (MSF) with a concentration in Personal Financial Planning from Bentley College of Waltham, Massachusetts with high distinction. Mr. Stanganelli is also an honors graduate of the University of Massachusetts – Lowell and active with alumni and advisory groups on campus currently.
Professionally, he holds the CERTIFIED FINANCIAL PLANNER ™, ACCREDITED ESTATE PLANNER, CERTIFIED COLLEGE FUNDING SPECIALIST and CHARTERED RETIREMENT PLANNING COUNSELOR ™ designations.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Divorce Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Real Estate Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Fixed-Fee Planning & Investment Options
Professional Designations & Affiliations
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Steve Stanganelli is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Steve Stanganelli is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Steve Stanganelli is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Steve Stanganelli is an Accredited Estate Planner® (AEP®)Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
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Steve Stanganelli is a Certified College Financial Consultant (CCFC)The American Institute of Certified College Financial Consultants (AICCFC) is an organization that was created to offer educational training to CPAs and Financial Planners who wish to learn how they can advise their clients effectively in the areas of college and student loan advising. The AICCFC is the issuer of the premiere designation in college and student loan advising, the Certified College Financial Consultant (CCFC) designation.
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Steve Stanganelli is a Certified College Funding Specialist (CCFS®)A CCFS® (Certified College Funding Specialist) is the only resource qualified to share prudent tax, financial, cash flow, and lending advice that helps families lower the costs of college and pay the tuition bill. Each CCFS® is required to adhere to the highest standards of professional competence, ethical standards, and continuous professional education in the college financial planning field. They are qualified and committed to making financial recommendations in your best interest.
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Steve Stanganelli Named Five Star Wealth Manager for 3rd Consecutive Year
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Steve Stanganelli is a Member of the National Association of Tax Professionals
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Steve Stanganelli is a Member of Greater Merrimack Valley Estate Planning Council
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Steve Stanganelli is a Certified College Advisor
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Steve Stanganelli is a Paladin Registry Five Star Financial Advisor
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Clear View Wealth Advisors is on LinkedIn
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Steve Stanganelli Writes for EzineArticles
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Steve Stanganelli is a Financial Expert at MoneyTips.com
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Steve Stanganelli is an At Large Councilor for the City of Amesbury, MA
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Steve Stanganelli is an Accredited Member of the Better Business Bureau
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529 Conference Features Reader’s Perspective: Question and Answer with Steve Stanganelli, CFP, CRPC, AEP, Founder of Clear View Wealth Advisors
Contact Steve Stanganelli
Office Locations:
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100 Main Street
Suite 13
Amesbury, MA 01913 -
25 Lowell St
Suite 105
Wilmintgon, MA 01887 -
By Appointment
Burlington, MA -
By Appointment
Newburyport, MA
