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Steve Stanganelli CFP CRPC
Steve Stanganelli CFP CRPC

Steve Stanganelli is a CFP
Steve Stanganelli is a CFP

College Funding Strategies
College Funding Strategies

Steve Stanganelli CFP CRPC
Steve Stanganelli CFP CRPC

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ABOUT STEVE STANGANELLI
Fee-Only Financial Planner & Tax Professional

Steve Stanganelli, CFP ®, CRPC ® is a NAPFA-Registered Financial Advisor. He is a five-star rated, board-certified financial planning professional with over 25 years of experience coaching individuals and businesses on ways to improve and protect their bottom line. He is the founder and managing member of Clear View Wealth Advisors, LLC an independent Registered Investment Adviser based in Amesbury, MA and serving clients throughout Greater Boston, the North Shore and Merrimack Valley areas of Essex County from offices located in Amesbury, Wilmington, Newburyport and Burlington, Massachusetts. 

 

His practice encompasses qualified plan design, retirement income planning, investment management, divorce financial analysis, college funding strategies, and tax planning.

 

Steve Stanganelli is a published author on financial matters in the press and has appeared on Boston-area TV and radio.  He is a featured advisor providing content and commentary on a range of financial, investing, retirement, tax, college and divorce planning topics on various platforms including the Paladin Registry, Brightscope, Money Tips, and NerdWallet.  He is the publisher of Clear View’s Smart Money Insights Blog and the College Money Tips Blog on www.CollegeCashPro.com .

 

Steve holds the CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR(sm) designations and has been awarded a Five-Star Quality Rating by independent advisor rating service, the Paladin Registry (www.PaladinRegistry.com). He is a member of the National Association of Personal Financial Advisors (www.NAPFA.org), the premier fee-only financial planning professional group in the country. He is also an active member of the Financial Planning Association (www.FPAnet.org) working on financial literacy initiatives and pro bono activities through the Massachusetts chapter.  He is also a member and former executive officer of the Merrimack Valley Estate Planning Council (www.MVEPC.com).

 

Mr. Stanganelli earned his Master of Science degree in Finance (MSF) with a concentration in Personal Financial Planning from Bentley College of Waltham, Massachusetts with high distinction.  Mr. Stanganelli is also an honors graduate of the University of Massachusetts – Lowell.  Steve has completed additional training through the Institute of Divorce Financial Analysts as well as specialized training in the areas of tax preparation and college funding issues. 

 

Steve is a resident of Amesbury where he lives with his wife, Kristin, a Registered Dietitian, and sons, Spencer and Zachary and daughter Sabrina.  He is an avid competitive cyclist.

 

For additional information, please visit www.FeeOnlyNetwork.com/Steve-Stanganelli .

 

​SERVICES
MY VISION

To become the trusted advisor to families, business owners and medical professionals in the Greater Boston and northern Massachusetts areas providing financial, investment and tax planning services that are accesible and flexible. 

 

PLAN WELL.  INVEST SMARTER.  LIVE BETTER.