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