Steven Stanganelli, CFP®, CRPC®
Amesbury, Massachusetts, 01913
Member Since 2008
My highest priority is getting you where you want to be. If it\'s an important goal for you, then it\'s important to me to help get you there. Whether your challenge is minimizing taxes, providing a guaranteed income for retirement, funding college education or dealing with some sudden life-changing event, I will help you define your goals and map out a custom strategy to guide you.
My goal is to provide the peace of mind that comes with knowing you have entrusted your financial future to an experienced professional that cares about making your dreams a reality -- regardless of the size of your portfolio.
Clear View is different because we do not depend on the sale of any investment or insurance products and act as your advocate.
My Location
Background Information
Years of Financial Experience
- 23
Education
- College for Financial Planning (Chartered Retirement Planning Counselor)
- Bentley College (MS-Finance/Financial Planning)
- University of Massachusetts, Lowell (BA-Economics)
- Boston University (CFP Education Program)
Certifications and Designations
- CFP®
- CRPC®
Association Memberships
- Financial Planning Associations
- Merrimack Valley Estate Planning Council
- National Association of Estate Planners
- National Association of Tax Professionals
Methods of Compensation
- Financial Planning: Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Shareholders Service Group
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually and upon request
- I review my clients' investment portfolios with them quarterly, annually and upon request
Registration & Licensing
- CRD/IARD Number: CRD: 3217444 / IARD: 117715
- Securities Registrations: Series 65, Series 63
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Clear View Wealth Advisors, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Massachusetts
Firm Disclosures
- FEE-ONLY financial planning and investment advisory services are offered by Clear View Wealth Advisors, LLC., a registered investment advisor in the Commonwealth of Massachusetts. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents in any other state.
Additional Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Insurance
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Investment advice for a existing in-service 401k or annuity contracts.
Investment Products
- None
Insurance Products
- None
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Preparation
Visit Website - http://www.clearviewwealthadvisors.com
Steven Stanganelli
on LinkedIn
Latest Articles
By Steven Stanganelli
- Paying for College Without Going Broke, Part 2
- Working with a Pro: Preparing for Your First Visit
- 5 Sure Fire Strategies to Lower College Costs
- Paying for College Without Breaking Your Retirement Nest Egg
- Top 8 Reasons to Use ETFs in Your Portfolio