Mr. Steven J. Stanganelli, CFP®
Clear View Wealth Advisors, LLC is Registered Investment Adviser in the states of Massachusetts and New Hampshire and works with clients in these states as well as other jurisdictions as allowed by law.
Year CFP® Certification Received: 2008
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: Fee Only
Minimum Investable Assets: $0
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
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