Personal Note from Steve Stanganelli – College Planner
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.
As the principal financial planner of Clear View Wealth Advisors, LLC, a fee-for-service firm offering tax, investment and financial planning strategies, I have worked with many clients trying to balance retirement and college funding goals.
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.
I realized long ago that dealing with college funding without a plan jeopardizes retirement. So I have sought out continuing education in this specialized area of personal financial planning and assembled a suite of tools with a network of resources to better answer that question and provide tangible action steps that save parents thousands of dollars in tuition dollars.
As a CERTIFED FINANICAL PLANNER ™ Professional trained in college funding and a CHARTERED RETIREMENT PLANNING COUNSELOR SM, I am uniquely qualified to help SAVE ON the cost of college without sacrificing retirement.
Let me put my experience and resources to work for your family by putting me on your college planning team today.
No client has ever said “I wish I’d waited longer”.
****
Since 1986, Steve Stanganelli has been helping individuals, families and business owners make smarter money moves with mortgages, investments, retirement and college funding.
Steve is an honors graduate of Bentley University’s McCallum School of Business as well as the University of Massachusetts – Lowell. Since 1999, Steve has been a practicing financial planner and investment advisor after a long career in banking.
Passionate about finding ways to help his clients, Steve sought out continuing education in this specialized area of personal financial planning. Soon he assembled a suite of tools and a network of resources to be better able to answer that question and provide tangible action steps that have helped save parents thousands of dollars in tuition dollars.
Now Steve has added the tools and strategies available to registered licensees of College Planning Relief ®, America’s leading college planning organization to further help the many families with college bound high school students living throughout the Merrimack Valley and North Shore areas of Massachusetts and the Seacoast of southern New Hampshire.
Steve is a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s premier group of comprehensive, advice-based financial planners. He is an active member of the Financial Planning Association of Massachusetts, the Merrimack Valley Estate Planning Council and the CFP Board of Standards. He is a Five-Star Rated Advisor through the Paladin Registry, an independent verification and rating service.
Steve and his wife Kristin have two toddler boys and a baby girl who generally laugh at his jokes and allow him to occasionally venture outside for long bike rides along the NH Seacoast and through northern Essex County near their home in Amesbury.
Steve, Kristin, Spencer, Zach and Sabrina (not pictured – one-month before her June 1 b-day).