Clear View Wealth Advisors, LLC

Specialties

Clear View provides money management services for individuals in transition.

Clear View’s goal is to provide accessible and independent advice to answer the pressing financial questions of Baby Boomers and Gen Y individuals with growing families living in Greater Boston and the North Shore.

Clear View’s Certified Financial Planner helps find answers for such issues like IRA rollovers, self-​directed IRAs, choosing insurance coverage, finding financial aid for college, evaluating a mortgage program, helping senior parents or understanding the tax impact of divorce.

We work on a fee-​only basis to provide you unbiased financial planning and advice, and work closely to help you take action on your financial plan to meet your life goals.

Services Offered: Fee Only Financial Planning

Non-​Investment Planning Services: College Financial Aid, Retirement Income Planning, Divorce Settlement Analysis

Money Management Services: Direct investment management with ETFs and mutual funds

History

Established in 2010.

Clear View Wealth Advisors was launched by Bentley College and University of Massachusetts — Lowell alumnus Steve Stanganelli who holds a MS in Finance with financial planning focus and is a Certified Financial Planner™ professional as well as a Chartered Retirement Planning Counselor (SM).

After experiencing his own unexpected life-​changing transition, he decided to build a practice based on his own vision of offering accessible, affordable financial advice and financial education with a focus on retirement income, college planning and divorce services not dependent on the sale of investment products.

As an independent practice, Steve and Clear View provide services in a way that integrates technology and new research and resources in the areas of retirement, college planning and divorce without being encumbered by Big Box bureaucracy.

While the firm is relatively new, the strategies used are time-​tested and Steve has more than 20 years of financial services experience.

Meet the Business Owner

Steve S.

Business Owner

Clear View was founded by Steve Stanganelli, a Certified Financial Planner, Chartered Retirement Planning Counselor and Divorce Analyst.

He has 16 years experience in mortgage banking and real estate with over 10 years working in investment management and fee only planners in the Boston area.

As a mortgage banker working with individuals and couples dealing with money issues, he was motivated to help others create financial security. Like many of his peers, he is part of the «Sandwich Generation» caring for elder parents and raising a family. He knows how it feels to juggle elder care with the demanding schedule of raising an infant. He knows the sense of loss created by an unexpected corporate downsizing or downturn in business.

He relates to the issues Boomers and Gen X individuals have or will face and wants to share the wisdom and experience he has to help make smarter money moves.

Steve earned his BA in Economics from UMass-​Lowell and a MS in Finance from Bentley College.