ABOUT STEVE STANGANELLI
One person. Many Roles.
Fee Only CERTIFIED FINANCIAL PLANNER ® professional.
CHARTERED RETIREMENT PLANNING COUNSELOR (sm).
College Aid Planner.
Avid Road Cyclist.
Spencer, Zack and Sabrina’s Dad.
I'M STEVE STANGANELLI. I want to be your TRUSTED ADVISOR and help you make Smarter Money Moves.
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” helping to care for elderly parents while raising a family of my own.
You don’t have to confront the varied challenges of our complex world 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.
My Core Values
I strive to run my practice and my life on the core principles best summed up in Don Miguel Ruiz’s The Four Agreements:
Be Impeccable with Your Word
Don’t Take Anything Personally
Don’t Make Assumptions
Always Do Your Best
If you are like me and appreciate this approach to life and business and value having a reliable second opinion or need help getting on track, then I look forward to being a part of your team.
I’m Steve Stanganelli and I want to help you make sense of your money.