Steven Stanganelli is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clear View Wealth Advisors, LLC and CollegeCashPro.com in Wilmington, MA and the surrounding communities.
Whether your challenge is minimizing taxes, providing a guaranteed income for retirement or funding college education, my team and I will help you define and achieve your goals using unparalleled resources, proven strategies and conflict-free advice.
Clear View Wealth Advisors, LLC is an independent fee-only Registered Investment Advisor providing comprehensive financial planning and investment management to successful individuals, growing families and established organizations throughout Massachusetts.
Our Commitment: To our clients we promise conflict-free, independent and objective advice.
Financial planning is a dynamic process. It is like life: A Journey, not just a Destination.
You have an idea where you want to go. We help provide you with the tools, maps and compass to confidently chart your course.
We work with a variety of financial products and services to create a personal plan to fit your needs and the needs of your family. Together we will create an investment plan that balances your personal values, risk tolerance, and investment objectives. All portfolios and investments are held at third party custodians.
Clients have 24/7 access to accounts online.
Although clients may grant us permission to make trades in their account according to the approved investment plan, we never take custody of client assets. We serve as a fiduciary advisor on every client account meaning we will always do what is in the best interest of the client.
How We Are Paid
Objective planning advice is provided on a flat fee or hourly fee basis. Investment management is based on a percentage of assets under management.
It is our policy to provide financial planning advice to all clients without requiring them to make an up-front commitment to move investable assets to our practice.
Initial meetings are always free. We do make house calls.
Steve Stanganelli is a five-star rated, board-certified CFP® and CRPC® financial planning professional who focuses on the financial planning, investment management, IRA and college planning needs of women, families, Baby Boomers and their parents. With more than 20 years experience as a mortgage banker and financial planner, he has coached individuals and families on better ways to make smarter money moves throughout life-changing transitions.
Steve is a published author and regular contributor at InvestorWatchDog.com and EZine Articles. He is frequently quoted in the media and presents timely financial education workshops to numerous organizations and community groups throughout the Greater Boston area. He generally travels to meet clients between his Amesbury, Wilmingon and Woburn, Massachusetts offices and throughout the Merrimack Valley, North Shore and New Hampshire Seacoast areas.
Steve's approach to financial advice goes beyond investments and looks at all of the pieces of a client's financial picture.
His areas of practice are related to retirement planning and investment management with index Exchange Traded Funds. His special areas of focus in financial planning include divorce financial analysis, college funding strategies, asset protection and estate planning. Steve is a member of the Financial Planning Association and CFP Board of Standards. Steve completed graduate studies at Bentley University and earned his Master of Science degree in Finance (MSF) with a concentration in financial planning. He is also an honors graduate of the University of Massachusetts - Lowell.
Steve has earned the designations of CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR sm.
In addition to meeting the demanding requirements to earn and maintain the CFP ® certification, Steve has been awarded a Five-Star Quality Rating by an independent advisor rating service, the Paladin Registry, earned by fewer than 3% of financial planners.
There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...Read More >