Overview of Background and Credentials for principal financial planner and managing member Steve Stanganelli
Steve Stanganelli has held the CFP® Designation since 2008. You may verify the details for this designation by clicking here.
Steve Stanganelli has held the Chartered Retirement Planning Counselor designation (CRPC) since 2007 which has provided the tools and processes for retirement income planning. For more information about this designation or to verify current status, you may click here.
Based on more than 15 years of estate planning and estate tax preparation experience, Steve Stanganelli was awarded the Accredited Estate Planner (AEP)® designation in 2016. To find more information about this designation or to verify status, please click here.
College and education funding are a key part of Steve’s financial planning practice. To be better able to assist the families of college-bound students, Steve has earned both the Certified College Financial Consultant and Certified College Funding Specialist designations.
Steve Stanganelli has been recognized as a Five Star Wealth Manager professional for multiple years by Five Star Professional. For more information, visit his online profile here.
Steve Stanganelli has been a Registered Financial Advisor member of the National Association of Personal Financial Advisors (NAPFA) since 2014 providing holistic fiduciary financial planning and guidance to families and individuals in the Greater Boston and remotely to others coast-to-coast.
Click here to find Steve’s responses to the most common due diligence questions prospective clients should ask about a financial advisor: Summary Responses to Questions to Ask
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To learn more about Steve Stanganelli’s fee-only and fiduciary financial planning practice, please visit his Fee Only Network profile here.
Clear View Wealth Advisors, LLC is an Accredited Business member of the Better Business Bureau of Eastern MA, ME, RI & VT.
Clear View Wealth Advisors, LLC is a state-registered investment adviser firm and Steve Stanganelli is a registered investment adviser representative. To verify licensing and to see the required regulatory disclosures (Form ADV1, Firm Brochure Form ADV 2A and 2b), please visit the Investment Adviser Public Disclosure website of the Securities and Exchange Commission and use our Firm CRD # 154094.
