Steve Stanganelli

NAPFA-Registered Fee Only Certified Financial Planner Professional Serving Greater Boston Massachusetts

CFP®, CRPC® at Clear View Wealth Advisors, LLC in Amesbury, MA

About

Fee-only financial planning and investment management. Clear View offers independent financial and tax advice and receives no commissions or referral fees for the sale of insurance, annuities or investment products. Personal financial planning services may include tax planning, college funding, divorce planning, retirement income, Social Security claiming strategies, investment reviews and self-directed IRAs. As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners throughout Greater Boston, the Merrimack Valley and New Hampshire Seacoast.

Contact
Click for phone number
(978) 388-0020
Address
12 Amidon Avenue in Amesbury, MA 01913
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Lynn

Answered by Prateek Mehrotra
Financial Adviser in Appleton, WI
The short answer is YES. The Employer is the sponsor of the 401(K) plan and most likely a fiduciary as well. They can decide to change the line up of investment option...
401(k) Investing & Retiring
Q&A
Asked by Joseph

Answered by Steve Stanganelli
CFP®, CRPC® in Amesbury, MA
When investing in a mutual fund, know your ABCs. A 'load' refers to the commission structure for a particular mutual fund investment. Think of it like a weight that l...
Investing & Retiring Fees Mutual Funds
Q&A
Asked by Kathleen

Answered by John Farmer
Financial Adviser in Prescott, AZ
It's a simple process called "Dollar Cost Averaging" where you buy a falling market in small proportions. No one knows when the market will turn around.
Investing & Retiring Stocks
3
See more of Steve Stanganelli 's answers

Posts

Article  
5 Sure-Fire Ways to Lower College Costs

Article  
Can Index Investing Be Too Good?

Specialties

  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

Licenses

Series 65
License # Uniform Securities Agent State Law Exam
Series 65 Uniform Investment Adviser Law Exam

Associations

National Association of Estate Planners and Councils
Financial Planning Association
National Association of Tax Professionals
National Association of Personal Financial Advisors (NAPFA)
Association of Divorce Financial Planners

Certifications

CERTIFIED FINANCIAL PLANNER (tm) Professional
CHARTERED RETIREMENT PLANNING COUNSELOR (sm)

Background

Experience

Managing Member & Financial Planner
Fee Only Financial Planner / Portfolio Strategist / Divorce Planner / Tax Planner
Financial Literacy Workshop Facilitator
Financial Trainer and Workshop Facilitator

Education

Bentley University
University of Massachusetts - Lowell