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Mr. Steven J. Stanganelli, CFP®

Contact

Clear View Wealth Advisors, LLC
http://www.ClearViewWealthAdvisors.com

100 Main ST Ste 13
Amesbury, MA 01913-2822
View on Map (978) 388-0020

25 Lowell St
Colonial Office Park
Wilmington, MA 01887-3238
View on Map (978) 416-4107

67 S Bedford St Ste 400W
Burlington, MA 01803-5177
View on Map (617) 398-7494

Year CFP® Certification Received: 2008
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Fee Only
Minimum Investable Assets: $0
Languages: English
Specialties: Budget Development, Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management, Retirement Planning, Tax Planning

Typical Client Profile

Average Net Worth: $500,001 - $1,000,000
Average Income: $100,001 - $250,000
Average Age: 45-54, 35-44, 65-74, Generation X, Baby Boomers, 55-64, Millennial Generation
Profession: Self-Employed Business Owners

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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