Steven J Stanganelli

Financial Planner

Clear View Wealth Advisors LLC / Divorce Finance Pros

Phone: 978-388-0020
Fax: 866-654-4301

100 Main Street
Amesbury, MA 01913

25 Lowell Street
Wilmington, MA 01887
Profession(s): Financial Neutral

CFP

Counties Served: Essex, Middlesex, Norfolk, Suffolk, Worcester
About Me:

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 related to divorce including funding college tuition, managing cash flows, reestablishing credit and building efficient portfolios for long-term investing goals.

I am a five-star rated, board-certified financial planning professional who has over 20 years of experience coaching individuals and businesses on ways to improve and protect their personal or business bottom line.

I earned my Master of Science degree in Finance (MSF, Financial Planning concentration) from Bentley College with high distinction. I am also an honors graduate of the University of Massachusetts – Lowell and active with alumni and advisory groups on campus currently.

Professionally, I hold both the CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR ™ designations.

I have experience with tax preparation and estate planning related to divorce.

I am a member of the National Association of Tax Professionals, the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and have completed training in Collaborative Practice as well as advanced courses in Divorce Financial Analysis from the Institute of Divorce Financial Analysts.

In the community I served as an executive officer of the Greater Merrimack Valley Estate Planning Council and am an active member of the Financial Planning Association. I grew up in Greater Lawrence and Methuen and now live in Amesbury with my wife, Kristin, a Registered Dietitian, and toddler sons, Spencer and Zachary and daughter Sabrina. I am an avid road cyclist.

Services:

Clear View Wealth Advisors, LLC dba Divorce Finance Pros is a state-registered investment adviser serving the needs of individuals, families and allied divorce professionals including lawyers, mediators and therapists.

We provide detailed analysis of various settlement offers so you can be better positioned to negotiate your property division and support options.

We support your legal and accounting team with the details on how various offers will impact your post-divorce life style, cash flow and future goals like college funding, home ownership and retirement.

We act as fiduciary advisers doing what is best for our clients. We do not sell insurance, annuities or investment products or receive referral fees -- all of which helps to reduce the potential for conflicts of interest with our clients.

We offer clients an objective, independent and qualified resource in the following areas impacted by divorce:

Retirement Income Planning
Divorce Financial Planning
College Aid & Funding Strategies
Cash Flow, Credit and Budgeting
Elder Care Financial Issues
Tax Planning and Preparation
Alternative Investment, Tax Planning & Self-Directed IRA Strategies
Investment Advice for 401k and Employer-Sponsored Retirement Plans

Core Certifications
Certified Financial Planner (CFP)

Videos

A Collaborative Law Success Story is a four-part video series... See all here