“My goal is to help people make smarter money moves and be prepared for all of life’s transitions. My role is to help individuals and families navigate the sea of confusion that is personal finance. I want to provide them with the tools and road map they need to help them get where they want to be.” Steve Stanganelli
I am like many of my peers, a member of the “Sandwich Generation” helping to care for elderly parents while raising a family of my own.
I know what it feels like trying to deal with the frustrating details of Medicare and the Part D “donut hole.” I know what it feels like to juggle the responsibilities as an elder care giver with the demanding schedule of raising an infant.
I know all too well the sense of loss created by an unexpected corporate downsizing or downturn in business or sudden death of a loved one.
Like many of you who may read this, I lead a complex life – husband, father, son, homeowner, landlord, professional by day, weekend athlete (road cyclist in my case).
I can relate to the challenges my clients have faced or will meet. And I genuinely want to share my wisdom, experience and training to help others make the most with their lives.
While my parents did well enough for themselves and their family to achieve the American Dream, we live in much more complex times distracted by our many roles and daily challenges requiring more professional help to make sense of all the choices confronting us.
Steve Stanganelli is 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.
Steve has worked with numerous individuals and businesses as a mortgage banker, business owner, business finance consultant and now as a CERTIFIED FINANCIAL PLANNER ™ Professional and tax preparer.
His experience encompasses retirement income planning, investment management, divorce settlement analysis and college funding strategies. He is a published author and regularly presents on these topics to businesses, civic groups and community organizations.
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.
Steve holds the designations of CERTIFIED FINANCIAL PLANNER ™, CHARTERED RETIREMENT PLANNING COUNSELOR ™, ACCREDITED ESTATE PLANNER ® and CERTIFIED COLLEGE FUNDING SPECIALIST ® awarded after completion of extensive, in-depth studying and exam or experience requirements.
Steve is a member and former executive officer of the Greater Merrimack Valley Estate Planning Council. He also is a member of the Massachusetts Chapter of the Financial Planning Association. Steve, formerly of Methuen, is a resident of Amesbury where he lives with his wife, Kristin, a Registered Dietitian, and sons, Spencer and Zachary and daughter Sabrina. He is an avid competitive cyclist. In his community he serves as an elected Councilor-at-Large and is a member of several committees. Aside from his professional and government service, Steve is active with Amesbury Cub Scout Pack 4.