Clear View Wealth Advisors, LLC
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Chief Financial Architect
Offering advice since: 1999
Areas of focus:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
Further information about Steve Stanganelli:
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 planning 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.
In addition to helping women, couples and growing families make sense of investing and tackling the financial management challenges of retirement, college funding and divorce, Steve is the principal of Clear View Wealth Advisors, LLC, a noted public speaker and author, publisher of the ViewPoint and Financial Topics newsletters, former co-host of a weekly financial radio program heard throughout the North Shore, a regular financial blogger at www.MoneyLinkPro.Wordpress.com, member of the Financial Planning Association of Massachusetts providing pro bono advice to working families in the Boston area and has been quoted in the media regularly including Bank Rate Monitor.
Steve has been an executive officer of the Greater Merrimack Valley Estate Planning Council and remains active on several community boards and groups including UMass-Lowell alumni, Northern Massachusetts Collaborative Practice Group, Atlantic Referral Exchange and Boston Business Alliance.
Steve, formerly of Methuen, is a resident of Amesbury where he lives with his wife, Kristin, a Registered Dietitian, and their infant son, Spencer. He is an avid competitive cyclist riding with CCB-International of Topsfield and Marblehead, Massachusetts.
Compensation and Fee Structures:
Fee Only; No Commissions; Hourly or flat fees for planning; percentage of assets managed or flat fee for investment management
Licenses, Certifications & Affiliations:
Certified Financial Planner™ Professional
Chartered Retirement Planning Counselor (SM)
NASAA Series 63/65, Investment Advisory Representative
Financial Planning Association
National Association of Estate Planners & Councils
Merrimack Valley Estate Planning Council
* Chartered Retirement Planning Counselor education program
* College for Financial Planning, 2007
* Master of Science - Finance, Bentley College, 1991
* Bachelor of Arts - Economics, University of Lowell (now University of Massachusetts, Lowell), 1986
Will provide references upon request?
Further information about Clear View Wealth Advisors, LLC:
(Size of firm: 0-9 advisors)
Clear View Wealth Advisors, LLC is an independent fee-only/fee-for-service Registered Investment Advisor providing comprehensive financial planning and investment management to successful Baby Boomers, Gen Xs and Gen Ys, individuals or growing families, and established organizations throughout Massachusetts.
We differ from our competition in five distinct ways:
1.) We're Approachable: We do not discriminate on how much money you earn or have saved;
2.) We're compensated exclusively from fees from our clients and work in a fiduciary capacity;
3.) We have no allegiance to any one product, company or service and have no proprietary products to sell;
4.) Because of long-term relationships with clients we can provide options for today and tomorrow's life events;
5.) We represent YOU, our client.
When your life savings are at stake, you want advice you can trust and someone you can count on. You need a trusted advisor that is objective, an advisor that is not paid more to sell you one product over another. You need a relationship with a firm and an advisor that promises to always put your interest first, a firm with proven experience and the right professional credentials.
To determine if and how I can help, call 1-978-388-0020 (north of Boston) or 1-617-398-7494 (Boston area) today to schedule an exploratory meeting (via phone or in-person). There is no charge or obligation.
For more information about our approach, background, fees and philosophy, please visit our website at www.ClearViewWealthAdvisors.com or use our free financial plan tool found at www.BabyBoomerRetirementPro.com.
Note: Offices located in Amesbury, Woburn and Wilmington, Massachusetts
Contact Information for Steve Stanganelli
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Address for Steve Stanganelli:
25 Lowell Street
Wilmington, MA, 01887
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