Search

Adviser Profile View

Adviser Contact Info
Steven J. Stanganelli
Clear View Wealth Advisors, LLC
12 Amidon Avenue
Amesbury MA, 01913
View Adviser Website
Phone: (978) 388-0020
Fax: (866) 654-4301

Adviser Rating
Rating   Status
4½ Stars
  Verified
Adviser Biography

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 ™.
Adviser Certifications
Certified Financial Planner *Primary Certification*
Chartered Retirement Planning Counselor
Adviser Licenses - Insurance
Fee Only Advisor (RIA Only - No Insurance Licenses Held)
Adviser Licenses - Securities
Series 65 *Primary License*
Series 63
Background Other
I am a registered member with Advisor Check - advisorbackgroundcheck.com.
Experience
11 years
Education
Masters Degree
Securities Coverage
1 Million in coverage for Securities License
Professional Associations
Financial Management Association
Financial Planning Association

Search

 

 

 Are You A Financial  Advisor? 

 Click Here And Get Rated.

Click Here to Login.

 

Is Your Advisor Rated? 

 Click Here to Find Out.