ABOUT Steve
Since 1986, I’ve been helping families and business owners throughout the Greater Boston, North Shore and NH Seacoast areas make smarter money moves with mortgages, investments, retirement, taxes and college funding.
My interest in College Planning and Funding began with a typical
question from my clients in the Boston area: How do I pay for my kid’s
college education? They were interested in practical ways to help them
finance the ever-increasing cost of college and graduate school and not
necessarily in the next greatest investment idea. And as the father of
three, I have special personal reasons to focus on this area.
Designations
CFP® - Certified Financial Planner
CRPC® - Chartered Retirement Planning Counselor
Qualifications
Since 1986, Steve Stanganelli has been helping individuals, families and business owners make smarter money moves with mortgages, investments, retirement and college funding. Steve earned his Master of Science degree in Finance (MSF) from Bentley College with high distinction. He is also an honors graduate of the University of Massachusetts – Lowell. Since 1999, Steve has been a practicing financial planner and investment advisor after a long career in banking. Steve also holds the designations of CERTIFIED FINANCIAL PLANNER ™, CHARTERED RETIREMENT PLANNING COUNSELOR ™, CERTIFIED COLLEGE FINANCIAL CONSULTANT®, and ACCREDITED ESTATE PLANNER ® awarded after completion of extensive, in-depth studying and exam or experience requirements. Steve is a NAPFA-Registered Financial Advisor. As a member of the National Association of Personal Financial Advisors (NAPFA), the country's largest organization of fee-for-service financial planners, he has completed peer reviews of his financial planning services and acts as a fiduciary with his clients.
Licensed - Exempt
License No -
License Type -
College Cash Pro a service of Clear View Wealth Advisors, LLC
100 Main Street, Suite 302
Amesbury, MA 01913
P: (617) 398-7494
F: (866) 654-4301
collegecashpro.com
Services Offered
College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Education Loans
Financial Aid
FAFSA Review
Scholarship Search
Meetings Offered
My Office
Over Phone
Webmeetings
Availability
Mornings
Afternoons
Evenings
Weekends
CCFS® (Certified College Funding Specialists)
EARNED BY
Steven J Stanganelli
ISSUED ON
2018-01-03
CCFS® MEMBER ID
C-1468-1512361283
DESCRIPTION
The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.
Unique Badge ID - 1ITIAV9GQ4O1sJql231ocQ
Disclosures
Fee-Only financial planning and investment advisory services are offered by Clear View Wealth Advisors, LLC., a registered investment advisor in the Commonwealth of Massachusetts , New Hampshire and Texas. Steve Stanganelli, principal, is a fee only CERTIFIED FINANCIAL PLANNER (tm) Professional serving clients throughout the Merrimack Valley, North Shore and Greater Boston and surrounding communities in Massachusetts and New Hampshire. Steve is a member of the National Association of Personal Financial Advisors (NAPFA) offering comprehensive financial planning. As a fee-only financial planner, Steve does not sell any insurance, annuity, investment, or mortgage products.