Steve Stanganelli,CFP(R), CRPC(R)
Personal Money Coach/Fee-Only Financial Planner
Amesbury & Wilmington , MA

Steve Stanganelli,CFP(R), CRPC(R)'s Networking Photo
My Best Referral Is:
Boomers, Business Owners, Real Estate Investors, Professionals and Divorcing Couples in GREATER BOSTON, the NORTH SHORE, MERRIMACK VALLEY and the SEACOAST. I provide tools for money moves related to RETIREMENT, INVESTING and LIFE TRANSITIONS like divorce.

Websites:
Current Work:
  • Principal & Chief Financial Architect at Clear View Wealth Advisors
  • Previous Work:
  • Financial Planner/Advisor at Quest Financial Services - Registered Investment Advisor
  • Financial Planner/Investment Advisory Rep at Focus Capital Wealth Management
  • Education:
  • MS, Finance/Financial Planning, Bentley University
  • BA, Economics/Government, University of Massachusetts - Lowell
  • Documents:

    Summary:
    Five-Star Rated, fee-only board-certified financial professional with 18 years of consultative project management experience in entrepreneurial banking and financial planning firms assisting clients with an instruction manual for building & preserving wealth.

    Special focus on counseling people to avoid the problems caused by business or life transitions (i.e. business sale, retirement, divorce, inheritance).

    Special practice areas in exit planning for business owners.

    Detailed Experience Summary:

    Principal & Chief Financial Architect at Clear View Wealth Advisors
    June 2010 - Present

    Fee Only Financial Planning and Investment Advisory Services for younger Boomers and Gen Xs

    Financial Planner/Advisor at Quest Financial Services - Registered Investment Advisor
    August 2009 - May 2010

    Provide financial planning advice, investment management and consulting to individuals, familes, veterans, business owners and corporate executives. Areas of practice are related to retirement planning, sudden wealth planning and investment management with index Exchange Traded Funds. Special areas of focus in financial planning include divorce financial analysis, college funding strategies, asset protection and estate planning.

    Financial Planner/Investment Advisory Rep at Focus Capital Wealth Management
    April 2008 - April 2008

    Independent Fee-Only Financial Advisor Providing comprehensive financial planning and investment advisory services. Servicing Individuals, Families and Businesses throughout the United States with a focus on eastern Massachusetts and southern New Hampshire Investment management with low-cost index funds and Exchange Traded Funds. Affiliated Office Locations: Bedford, NH; Portsmouth, NH; Woburn, MA, Boston, MA and Amesbury, MA For more information, please call 978-388-0020 or [email protected]


    Detailed Education Summary:

    MS, Finance/Financial Planning, Bentley University
    May 1991

    • Elected Member, Beta Gamma Sigma Business Honor Society • Elected Member, Financial Management Honor Society

    BA, Economics/Government, University of Massachusetts - Lowell
    June 1986


    Conversation History: (20 total)

    Date Person
    03/03/09 Judy Ross
    03/03/09 Bonnie Gortler
    03/03/09 Kristi Arndt
    03/03/09 Liz Scully
    03/03/09 Lucia Vaughn
    03/03/09 Michael S. Kraft
    03/03/09 Mike Sachleben
    03/03/09 Shella Fitzpatrick
    03/03/09 Tony Mack
    03/03/09 Jordan Staab
    03/03/09 Martin Paley
    02/26/09 Christine Novosielski
    02/26/09 Allen Knoll
    02/26/09 Bob Prehn
    02/26/09 Emily Atkinson Green
    02/26/09 Alice Lau
    02/26/09 Donna Amos
    02/26/09 Andrew Betts
    02/26/09 James Scaffidi
    02/26/09 Paul Cronin