Steve Stanganelli of Clear View Wealth Advisors, LLC has been working with individuals and businesses throughout the New Hampshire Seacoast and in Massachusetts in the Greater Boston, North Shore and Merrimack Valley areas for more than twenty years.
Steve came to this business from a long career in mortgage banking.
Steve is a board-certified financial planner professional with specialized training in the areas of Retirement Income, College Funding, Divorce Settlements and Collaborative Divorce Planning.
Steve holds the CFP® designation earned after completion of a rigorous multi-part education program and two-day exam.
Steve also earned the CRPC®, a specialized designation in Retirement Planning from the College for Financial Planning.
To further assist clients going through the transition of divorce, Steve also has completed studies through the Institute of Divorce Financial Analysts and is pending certification as a Certified Divorce Financial Analyst (CDFA®).
In addition to his two financial planning designations, Steve is among a small group of advisors who have received a Five-Star Quality rating from an independent advisor rating service, the Paladin Registry.
OUR TEAM:
It is our goal to selectively add professionals as we grow. We seek out those who share our outlook that all can benefit from proper financial planning and guidance regardless of the size of their investment portfolios.
We strive to add professionals who have demonstrated their integrity working with clients and a commitment to professional development by way of professional designations such as the CFP®, CRPC®, CFA, ChFC, CLU, CPA or CPA/PFS.
To learn more about these and other designations, click here.
Our team members may hold various professional designations and licenses but are committed to the FEE ONLY approach and never sell investments or insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services without the pressure of a product sale. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
My team and I are looking forward to using our expertise to help you pursue your financial goals.
To Explore Your Options, Please Call:
978-388-0020 or 617-398-7494.
Click on the image at left to schedule a free phone appointment.
