Steven Stanganelli

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About Steven Stanganelli

Steve has worked with numerous individuals and businesses as a mortgage banker, business owner, business finance consultant and now as a CERTIFIED FINANCIAL PLANNER " Professional.

His practice encompasses retirement income planning, investment management, divorce settlement analysis and college funding strategies. He is a published author and regularly presents on these topics to businesses, civic groups and community organizations.

Steve works with a variety of individuals and families with a special focus on Baby Boomer pre-retirees, business owners, corporate executives and medical professionals.

Steve earned his Master of Science degree in Finance (MSF) from Bentley College with high distinction. He is also an honors graduate of the University of Massachusetts Lowell.

Steve holds the designations of CERTIFIED FINANCIAL PLANNER ", CHARTERED RETIREMENT PLANNING COUNSELOR ", ACCREDITED ESTATE PLANNER ®, and two college planning designations (CCFC® and CCFS®) based on testing and/or experience requirements.

Steve is a member and former executive officer of the Greater Merrimack Valley Estate Planning Council. Steve, formerly of Methuen, 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.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

CRD#

3217444

Firm CRD#

154094

Name of Custodial Firm

Folio Institutional , Shareholders Service Group, Betterment Institutional

States Licensed in

MA,NH,TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Fee-only financial planner, tax planner, and tax preparer since 2010 with twenty-plus years of additional experience in mortgage banking/lending.

Work with the following types of clients

Businesses, Individual Investors, 76861

Advisory Services Provided

Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Financial Planning for Individuals, Education Funding and Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPC^®, AEP^®

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

17450000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

18470589

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets, Hourly, Flat Fee

Additional Details on Charges

Most financial planning projects are based on fixed-fees depending on the scope and complexity of the planning services required. Investment management services are also available for fixed-fees instead of traditional variable asset management formulas.

Minimum Fee Charged for Hourly Planning Accounts

$600

Education

Chartered Retirement Planning Counselor -

College for Financial Planning
-

MS -

Bentley College
-

BA -

University of Massachusetts, Lowell
-

CFP Education Program -

Boston University & Tallahassee Comm Coll
-

Disclosures

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Paladin Research Report For:

Clear View Wealth Advisors LLC