•  Firm: Clear View Wealth Advisors, LLC
  • Job Title: Managing Member / Financial Planner
  • Certifications: CFP®, CRPC®, AEP®, CCFS

Experience

As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve Stanganelli has been providing financial, tax, retirement and college funding advice for more than 30 years to individuals, families and business owners throughout Greater Boston, the Merrimack Valley and New Hampshire Seacoast.

Professionally, Steve sees himself as a financial coach or navigator. His role is to help clients navigate the sea of confusion that is personal finance. He has worked hard to develop his experience and assemble the kinds of tools that are needed to help his clients with a variety of financial challenges including divorce, funding college tuition, and building efficient portfolios for long-term investing goals.

In his professional work, Steve is humbled knowing that people entrust him with their hard-earned wealth — regardless of the amount — or seek his guidance on any number of life-changing issues that can affect their personal bottom line. He finds it rewarding and humbling each time a client entrusts him not just with their money to manage but their dreams. Like many of his peers, Steve is a member of the “Sandwich Generation” helping to care for elderly parents while raising a family of his own.

Steve knows what it feels like trying to deal with the frustrating details of Medicare and the Part D “donut hole.”  He knows what it feels like to juggle the responsibilities as an elder care giver with the demanding schedule of school-age kids. Steve knows all too well the sense of loss created by an unexpected corporate downsizing or downturn in business or sudden death of a loved one.

Initially, Steve was a registered representative affiliated with an independent broker-dealer.  Then he affiliated with a national wire house broker completing their extensive training programs and using the opportunity to complete the educational requirements for both of Steve's financial planning designations. Ultimately, Steve decided that he did not fit into the culture of a broker-dealer and turned toward more fee-only planning-oriented firms. In 2010 he consolidated his practice into his own firm, a state-registered investment advisor, to offer flexible financial and tax planning services as well as low-cost ETF investing solutions.

Education

Steve received his BA in Economics from University of Massachusetts at Lowell and his MS in Finance from Bentley University.

Quote from Steve Stanganelli

“Helping People Make Smarter Money Choices. Steve Stanganelli with Clear View Wealth Advisors is a fee-only fiduciary advisor and tax planner providing objective advice not tied to the sale of any investment or insurance products.”