As seen in
Boston Five Star award winner
Steve Stanganelli, CFP®, CRPC®, AEP®
Steve Stanganelli, CFP®, CRPC®, AEP®
Fee-Only Financial Planner
Clear View Wealth Advisors
2021 Five Star
Wealth Manager
Contact Me!
Three-Year Winner
PROFESSIONAL PROFILE

Steve Stanganelli, CFP®, CRPC®, AEP®
Fee-Only Financial Planner
Clear View Wealth Advisors
617-398-7494
PROFESSIONAL ACCOMPLISHMENTS

  • Five Star Wealth Manager award winner 2019, 2021


RESOURCES

How Having a Financial Plan Can Help You Save for Your Long Term Goals

Click to access BrokerCheck

We Don’t Sell. We Advise.


Clear View Wealth Advisors, LLC is a fee only registered investment advisory firm that provides advice and consulting on a broad range of financial, estate and tax planning issues as well as personalized money management services. As part of our services we provide financial education and planning or investment services to individuals (Millennials to Baby Boomers, pre-retirees and retirees) throughout Massachusetts, New Hampshire, Texas, and other areas where we are permitted to provide services.

 

We don’t sell any financial products, and are instead only paid directly by our clients by a combination of fixed- or hourly-fees or a percentage of assets under management. Because of this, our interests are aligned with yours. We are always a Fiduciary for our Clients, which means we must act in your best interest.

 

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

 

 

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 4,069 Boston-area wealth managers were considered for the award; 480 (12% of candidates) were named 2021 Five Star Wealth Managers. 2020: 3,580 considered, 463 winners; 2019: 3,619 considered, 566 winners; 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners.