Identity theft is an increasing risk for all of us as we move our personal, business and professional lives more and more into the cloud. So it becomes more and more important for investors to ask how their wealth managers protect clients from cyberattack. Cybersecurity and Regulators As important as cybersecurity is for consumers, it is an increasing concern of regulators like the Financial ... Read More
About Us
Robo-Advisors: Time to Talk About Fees
Why would anyone want to pay for financial planning advice when you have the internet and Robo-Advisors popping up like mushrooms after a rainy weekend? And if you're going to invest money, why pay more than what you can get from a Robo-Advisors? Then again Google can get you your answers for free, no? While good advice may not be cheap, bad advice always costs you dearly no matter how ... Read More
Choosing a Financial Advisor: Bad Luck or Just Another Salesman
Question for the Boston Money Coach: I've had bad luck with a financial advisor. I paid $600 and got a folder of charts depicting my financial situation and a sales pitch for a roster of insurance products. How can I ensure that my next advisor is worth his/her commission? Response from the Boston Money Coach - Steve Stanganelli: Regardless of the type of advisor you select or the way you ... Read More
BrightScope Selects Boston Financial Advisor, Steve Stanganelli, CFP®
On Monday, July 2, BrightScope Advisor Pages selected Boston-area financial planner Steve Stanganelli, CFP® as its featured financial advisory firm in the Boston, Massachusetts listings of its website. Steve Stanganelli, is the principal of Clear View Wealth Advisors, LLC, a Massachusetts-registered investment adviser providing fee only financial planning and investment advisory services to ... Read More
Financial Planning Services for the Divorcing Client in the Boston Area
Services for the Divorcing Client: We make every effort to: Provide you with financial education that gives you a clear view of the options available to you Evaluate your personal assets Determine your spouse's assets Analyze the value of shared assets, such as your house and securities Assist you in making informed decisions about the impact of various options on your post-divorce ... Read More
Why Choose a Board – Certified Financial Planner Professional
Choosing a Board-Certified Financial Planner Professional You wouldn’t go to someone who wasn’t board certified for medical advice. You go to a doctor. You wouldn’t go to just anybody to get legal advice. You go to a lawyer. Why? Because they are board-certified. Why would you get financial advice from someone who is not board-certified? Clients should be informed of the ... Read More
Planning Tools for College, Taxes and More
Financial planning is like life: A Journey, not a Destination. These resources are here to provide useful guides and maps along the way. These are just tools. A hammer and chisel are just tools. But handled well and in the hands of a craftsman, they can create masterpieces. If you need help crafting your personal masterpiece, we welcome being a part of your team. Useful Guides from ... Read More
Divorce Finance Pro – Services & Resources
Divorce Finance Pros for Divorce Financial Planning: >> Divorce Planning Checklist << >> 11 Critical Financial Mistakes to Avoid in Divorce << >> Family Law Software: free online financial divorce calculators << Divorce is never easy. There are often difficult issues that must be resolved. You and your attorney need to create a solid game plan with a ... Read More
Risk-Managed Investing with Clear View
Isn't it time for a fresh perspective and a Clear View about your money, retirement and financial goals? From our perspective, opportunities exist regardless of market conditions. No matter which way the markets move - up, down or sideways - there's plenty of potential that will help you meet your goals. You just need to know where to look and have a good map to help you get ... Read More
About Steve Stanganelli, Certified Financial Planner ™ Professional
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 ... Read More
