Steven Stanganelli, CFP®, CRPC®, MSF
Steve is a FEE-ONLY board-certified financial planning professional with over 20 years of experience coaching individuals and businesses to improve and protect their personal or business bottom line initially as a banker and finance consultant and since 1999 as a financial adviser.
His practice encompasses retirement income planning, investment management, divorce settlement analysis and college funding strategies. He is a published author on these topics.
Steve works with a variety of individuals with a special focus on Baby Boomer and Gen X business owners, corporate executives and medical professionals.
Steve earned a Master of Science degree in Finance from Bentley College. He is also an honors graduate of the University of Massachusetts – Lowell.
Steve holds the designations of CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR ™.