Steven Stanganelli (AEP, CFP®, CRPC®, MS)

Steven Stanganelli focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Divorce Planning
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Medical Professionals

Planning Specialties

AN ADVANCED PERSONAL FINANCIAL PLANNING PROFESSIONAL.
Steve Stanganelli has been a coach to Boomer and Gen X business owners, professionals and families in Greater Boston, the North Shore, Merrimack Valley and the NH Seacoast on how to use innovative financial solutions for advanced tax planning, retirement income, college funding, divorce transition and low-cost ETF tactical investment strategies.

A FEE ONLY PLANNER.
Steve Stanganelli offers flexible fee-for-service financial planning services as well as flat rate investment management. Steve does not receive commissions, referral fees or indirect fees for the sale of any investment or insurance products.

A FIVE-STAR RATED FINANCIAL ADVISER.
Steve Stanganelli has voluntarily submitted to two independent adviser rating services (Paladin Registry and AdviserRating.com) to achieve this rating based on education, professional experience, and designations as a CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR ™ working as a fiduciary for clients.

BACKGROUND

Steve Stanganelli is a five-star rated, board-certified fee only financial planning professional who has over 25 years of experience.He started in the mortgage banking industry and migrated to his current role in financial planning and tax preparation.

Mr. Stanganelli earned a BA UMass-Lowell (Economics & Government) and a MS in Finance with high honors from Bentley University. In addition to his CFP (r) designation, he has earned certfications or designations in college funding, retirement planning, and estate planning.

Additional Information

PERSONAL NOTE from STEVE STANGANELLI

 

Professionally, I see myself as a financial coach or navigator.  My role is to help clients navigate the sea of confusion that is personal finance. I have worked hard to develop my experience and assemble the kinds of tools that are needed to help my clients with a variety of financial challenges including divorce, funding college tuition and building efficient portfolios for long-term investing goals.

 

In my professional work I am humbled knowing that people entrust me with their hard-earned wealth — regardless of the amount — or seek my guidance on any number of life-changing issues that can affect their personal bottom line. I find it rewarding and humbling each time a client entrusts me not just with their money to manage but their dreams.

 

My Core Values

I strive to run my practice and my life on the core principles best summed up in Don Miguel Ruiz’s  The Four Agreements:

  1. Be Impeccable with Your Word
  2. Don’t Take Anything Personally
  3. Don’t Make Assumptions
  4. Always Do Your Best

If you are like me and appreciate this approach to life and business and value having a reliable second opinion or need help getting on track, then I look forward to being a part of your team.

I’m Steve Stanganelli and I want to help you make sense of your money.

 

NAPFA Start Date

January 23, 2014

Submit
Submit

This Office

100 Main Street Suite 13 Amesbury, MA 01913-3802 Phone: (978) 388-0020 Fax: (866) 654-4301

Other Offices

25 Lowell Street, Suite 105 Wilmington, MA 01887 Phone: 617-398-7494 Fax: (866) 654-4301
67 South Bedford Road, Suite 400 West Burlington, MA 01803 Phone: 617-398-7494 Fax: (866) 654-4301
10 State St Newburyport, MA 01950-6604 Phone: (978) 388-0020 Fax: (866) 654-4301