Steve Stanganelli, CFP Amesbury Councilor-at-Large
Steve Stanganelli, CFPAmesbury Councilor-at-Large

About Steve Stanganelli, CFP

Steven Stanganelli, CFP
Principal of Clear View Wealth Advisors LLC & Boston Tax Pros
 

The Common Sense Choice for Amesbury City Council

 

My motto: Plan Well and Live Better

 

 

I'm Steve Stanganelli and I want to be your trusted, common sense choice for Amesbury City Council.

 

I am a Certified Financial Planner TM Professional and tax advisor. I am the principal of Amesbury-based Clear View Wealth Advisors, LLC which includes CollegeCashPros.com and BostonTaxPlanners.com.

 

In my professional work, I bring more than 30 years of business and financial management experience to help my clients make smarter money moves. I strive to bring that same approach to municipal finances.

 

I have been in financial services since graduating from UMass – Lowell back in the mid-1980s.  Most of my professional working career revolved around mortgage banking and finance.

  • Financial Adviser Since 1999
  • Earned CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR (sm) in 2008
  • Awarded ACCREDITED ESTATE PLANNER designation based on 15+ years of experience in 2016
  • Accepted into membership with the National Association of Personal Financial Advisors (NAPFA) after peer-review in 2014
  • Master of Science degree in Finance (Financial Planning concentration) from Bentley College (now Bentley University in Waltham, MA) in 1991
  • Honors Graduate of the University of Massachusetts – Lowell in 1986

 

 

 

 

 

 

 

News

Election 2017

I'm happy to announce my candidacy for reelection to serve as one of three City Councilors-at-Large.

 

I'm collecting nomination signatures and welcome your input and support.

 

I will be honored if you'll consider casting one of your votes for me.

 

Please contact me with any requests or questions.

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