Steve

ABOUT Steve

Since 1986, I’ve been helping families and business owners throughout the Greater Boston, North Shore and NH Seacoast areas make smarter money moves with mortgages, investments, retirement, taxes and college funding.

My interest in College Planning and Funding began with a typical question from my clients in the Boston area: How do I pay for my kid’s college education? They were interested in practical ways to help them finance the ever-increasing cost of college and graduate school and not necessarily in the next greatest investment idea. And as the father of three, I have special personal reasons to focus on this area.

Designations

CFP® - Certified Financial Planner
CRPC® - Chartered Retirement Planning Counselor

Qualifications

Since 1986, Steve Stanganelli has been helping individuals, families and business owners make smarter money moves with mortgages, investments, retirement and college funding. Steve earned his Master of Science degree in Finance (MSF) from Bentley College with high distinction. He is also an honors graduate of the University of Massachusetts – Lowell. Since 1999, Steve has been a practicing financial planner and investment advisor after a long career in banking. Steve also holds the designations of CERTIFIED FINANCIAL PLANNER ™, CHARTERED RETIREMENT PLANNING COUNSELOR ™, CERTIFIED COLLEGE FINANCIAL CONSULTANT®, and ACCREDITED ESTATE PLANNER ® awarded after completion of extensive, in-depth studying and exam or experience requirements. Steve is a NAPFA-Registered Financial Advisor.  As a member of the National Association of Personal Financial Advisors (NAPFA), the country's largest organization of fee-for-service financial planners, he has completed peer reviews of his financial planning services and acts as a fiduciary with his clients.

Licensed - Exempt

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