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Mr. Steven J. Stanganelli, CFP®


Clear View Wealth Advisors, LLC

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

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: 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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