As seen in
Boston Five Star award winner

PROFESSIONAL PROFILE

Steve Stanganelli, CFP®, CRPC®, AEP®, CCFC®

Fee-Only Financial Planner
Clear View Wealth Advisors, LLC
Boston Tax Planners
100 Main St Ste 302
Amesbury, MA 01913
Office: 617-398-7494
Cell: 978-388-0020
steve@clearviewwealthadvisors.com
www.clearviewwealthadvisors.com

Professional Approach

True Fee-Only Financial Planning & Investing.

No Sales. Just practical Advice.

Steve Stanganelli is a fee-only investment advisor and financial planner who provides advice and consulting on a broad range of financial, estate, tax, and college planning matters. He also offers personalized money management services including guidance for self-directed investors.

As a NAPFA-Registered Financial Advisor, Steve acts as a fiduciary offering holistic financial and tax planning without the sale of any financial products. Steve is paid directly by clients by a combination of fixed or hourly fees, or percentage of assets managed or advised. Fees for comprehensive financial planning services are typically based on a combination of income and net worth. Because of this arrrangement, Steve's interests align with his clients.

Steve and Clear View Wealth Advisors strive to work with a select group of individuals on an ongoing basis as a trusted advisor. Clients are welcomed from all walks and stages of life and lifestyles. Steve works with a variety of individuals and families with a special focus on Baby Boomer pre-retirees, business owners, corporate executives, and technology, human resource and sales professionals as well as educators and those in engineering, and dental and allied health professions.

Steve caters primarily to couples as well as divorced and widowed individuals in need of trusted guidance while going through transitions.

Clients are tired of Big Box financial supermarkets. They are also tired of going it alone despite success in other areas of their lives. They may lack the time or motivation to be a Do-It-Yourselfer. They crave a higher degree of 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.

Financial planning services are accessible and reasonable for those who are busy launching their careers or growing their families or transitioning into retirement. 

Steve earned his Master of Science degree in Finance (MSF) from Bentley College (now Bentley University) with high distinction.  He is also an honors graduate of the University of Massachusetts – Lowell.

Steve holds the designations of CERTIFIED FINANCIAL PLANNER ®, CHARTERED RETIREMENT PLANNING COUNSELOR ™ and ACCREDITED ESTATE PLANNER ® and CERTIFIED COLLEGE FUNDING SPECIALIST ® and has trained as a Financial Neutral to assist with Collaborative Divorce cases.

Steve offers clients objective and independent advice in the following areas based on more than 30 years of experience in financial services:

  • Retirement Income Planning
  • Divorce Financial Planning
  • College Funding Strategies
  • Elder Care Financial Issues
  • Alternative Investment, Tax Planning & Self-Directed IRA Strategies
  • Risk-Managed Investing with Proactive Tactical Advice for 401k Accounts
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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 4,090 Boston-area wealth managers were considered for the award; 513 (13% of candidates) were named 2022 Five Star Wealth Managers. 2021: 4,069 considered, 480 winners; 2020: 3,580 considered, 463 winners; 2019: 3,619 considered, 566 winners; 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners.