Clear View in the News

Clear View in the News

Clear View Press Room Featuring Steve Stanganelli, CFP®, CRPC®


Press Mentions & Quotes:

04/15/2024: Advisors demanding more from asset managers than just latest fund - Investment News

03/18/2024: Rising Oil Has Advisors Adjusting Energy Allocations - Investment News

03/01/2024: Senators Introduce Bill Promoting E-Delivery of Investment Documents - Investment News

02/29/2024: Tax Season Could Be Boon for Muni Bonds - Investment News

02/26/2024: New Fidelity Benefit Aims to Help Relieve Student Loan Burden - Investment News

10/03/2023: Where's the Inheritance? Why Fewer Older Americans Are Writing Wills or Estate Planning  -

09/27/2023: RIA Clients Are Increasingly Worried About Retirement Prospects and the Level of Financial Security They Can Achieve During Their Golden Years  -  Investments News

09/26/2023: Debt Levels, Economic Concerns Forcing Americans to Make Tough Choices  -  Investment News

09/19/2023: Report Shows Financial Challenges Could Reduce US Workers' Retirement Savings by Up To 37% Over the Coming Years - Investment News

09/15/2023: Advisors Piling Into Treasuries Leaving Muni Bonds Behind - Investment News

09/15/2023: You and Your Acronyms:Will a New Designation Join a Long List of Financial Advisor Titles - Investment News

08/16/2023: Massachusetts Tax Could Hit One-Off Millionaires but Advisors Keep Levy in Perspective - Investment News

08/20/2021: 10 Tips to Help You Pay for College This Fall – Money Magazine

02/10/2017: How to Manage a 529 Plan for Your Child’s Education – New York Times

02/01/2017: How to Pay for College Without Lots of Debt, Investopedia –

09/29/2016: Funds that can neutralize clients’ conservative tendencies – Financial Planning Magazine

07/28/2016: Consumer Reports: The Rise of the Robo-Adviser - Consumer Reports

05/31/2016: Politco: Shady Accounting Underpins Trump’s Wealth - Politico

02/03/2016: The Hacking Economy – Is Your Wealth Manager a Target for a Cyberattack?   - CNBC

01/15/2016: Wall Street Journal: Why Wealthy Families Should Apply for College Financial Aid  - Wall Street Journal

12/02/2015: Finding Flexibility with Retirement Income Planning Software  - LifeHealthPro

09/02/2015:  Kent on Money Radio Show – Featured Guest Discussing College Funding and Debt - Kent on Money Radio Show

07/30/2015: What (and Why) You Need to Know About Digital Estate Planning  - LifeHealthPro

06/16/2015:  Washington Post: Donald Trump Is Probably Not Worth $9 Billion  - Washington Post

05/2015:         Kiplinger’s Retirement Report: Roth IRA or 529 for Grandkid’s College   - Kiplinger's Retirement Report

12/14/2012:  The Finance Buff Blog: How Much Should Unbiased Financial Advice Cost? - The Finance Buff Blog

05/07/2012: How Many Mortgage Quotes Should I Get?  - BrightScope

07/21/2009:, 7 Strategies for Single Parents by Steve Santiago  - BankRate


Published Articles 

Ezine Articles:   

Steven Stanganelli, Basic PLUS Author 

11/09/10:  Creating a Paycheck for Retirement: Retirement Income Planning – Part 1

11/08/10:  Divorce for Seniors: The Impact on Social Security Benefits

11/08/10:  Paying for College with Gifts from Grandparents:Helpful Strategies to Lend a Hand

10/14/10:  Keeping Your Financial Wits When Breaking Up: 11 Critical Financial Mistakes to Avoid in Divorce

10/14/10: Convertible Bonds: Hybrid Bond Lets You Get Paid to Wait While Reducing Some Risks

03/04/10:  Credit Cards,Banks and New Federal Rules – Making the Most of the Plastic in Your Pocket

03/04/10:  Deflation? Inflation? Portfolio Construction and Lessons from The Three Little Pigs

12/11/2009:  2010 Real Estate Investment Outlook and Perspective

12/11/2009:  Tax Gifts to Real Estate Owners

12/10/2009:  Skip the Allowance and Employ Your Kid

11/23/2009:  Take Control of Your Retirement – Discover the Power of Self-Directed IRAs

11/04/2009:  Inflation and the Rising Tide:  Protecting Your Assets from the Storm

10/07/2009:  The Social Security Dilemma – When to Start Looking for Ways to Increase Lifetime Benefits

09/28/2009:  Gone Phishing – Identity Theft & You

09/23/2009:  Lowering Your Medical and Dependent Care Costs with Uncle Sam’s Help

09/03/2009: Beware the Siren Call: Using Equity-Indexed Annuities Handle with Care

03/23/2009:  Pay for College without Busting Your Retirement Nest Egg

03/10/2009:  Exchange Traded Funds – 8 Ways to Improve Your Portfolio with ETFs

03/03/2009:  Divorce – First Steps to a Fresh Start




Press Releases:   PR Log Global Press Release Distribution  Global Press Release Updates

01/03/2018: Amesbury MA Financial Planner Earns Certified College Funding Specialist Designation

Steve Stanganelli CFP® of College Cash Pro accepted for Membership in the Association of Certified College Funding Specialists and Earns College Funding Designation

01/26/2016:  Amesbury Financial Planner Stanganelli Named Accredited Estate Planner

Amesbury Fee-Only Financial Planner Steve Stanganelli, CFP ® Awarded the Accredited Estate Planner ® Designation by the National Association of Estate Planners & Councils. 

01/03/2013: Essex County Financial Planner Offers New Service to Promote Personal Fiscal Fitness

Steve Stanganelli, CFP® of Clear View Wealth Advisors Announces WealthCare Tune-Up Program 

Clear View Wealth Advisors Announces WealthCare Tune-Up Program to provide affordable access to CFP Professional and financial planning services to eastern Massachusetts consumers. Online tools allow ongoing support to track financial fitness.

12/20/2012: Boston Area Financial Planner and Firm Commit to Aid Coalition to Stop Gun Violence

Steve Stanganelli, CFP® of Clear View Wealth Advisors Pledges Financial Support of Non-Profit Advocacy Group, Coalition to Stop Gun Violence and the Educational Fund to Stop Gun Violence, in wake of Newtown Shootings

Steve Stanganelli, managing member of Clear View Wealth Advisors, LLC, an independent investment advisory and financial planning firm, announced today that he and his firm will dedicate their community outreach efforts to help stem gun violence and donate a portion of client planning fees and 5% of firm profits to this cause. He also called on his peers to do the same.

12/07/2012: Amesbury Financial Planner Recognized for Service to Merrimack Valley Healthcare Community

Steve Stanganelli, CFP® of Clear View Wealth Advisors Awarded Preferred Provider Status for 2nd Year

Steve Stanganelli, CFP®, principal of Clear View Wealth Advisors has been recognized as an MD Preferred affiliated preferred financial advisor serving the physicians, dentists and allied health professionals in the Burlington, Methuen, Lawrence and Lowell, MA areas for the second year in a row.

As an MD Preferred Financial Advisor, Stanganelli and his fee only financial planning firm join a select group of service providers who have qualified for this recognition based on professional credentials and real world work experience with the medical community.

10/19/2010: Paladin Registry Awards Five Star Rating to Steven Stanganelli

Jack Waymire, president of the independent adviser rating service Paladin Registry, recently announced that fee-only adviser Steven Stanganelli, CFP® Amesbury, Massachusetts was awarded a Five-Star rating based on a review of quality, experience, business practices and ethics.  Waymire added that Steve Stanganelli is one of “only a small percentage of advisors” who achieve this rating. 

04/13/2010:  Baby Boomer Retirement Pros Offer New Free DIY Online Starter RoadMap with Dashboard and Tool Kit

The Baby Boomer financial planning specialists at Amesbury, MA-based Clear View Wealth Advisors, LLC have teamed up with an industry-leading financial education program creator to provide free online tools for consumers to use to track their financial goal progress. 

05/28/2009:  Five-Star Advisor Elected to Estate Planning Top Post

The Merrimack Valley Estate Planning Council, a local council affiliated with the National Association of Estate Planners and Councils, announced the election of its officers.  Steve Stanganelli, CFP®, CRPC®, a board-certified financial planner and Paladin Registry rated advisor, was elected as president for the current one-year term. 

05/15/2009:  Stanganelli Completes Advanced Education on Self-Directed IRAs and Retirement Plans

Steve Stanganelli, a board-certified financial planning professional, recently completed an advanced education program for advising clients on using self-directed IRAs to diversify retirement savings in alternate investments, real estate and business. 

04/05/2009: Your Money ABCs TV Show Features Steve Stanganelli, CFP® on Estate Planning and ID Theft

Steve Stanganelli, CFP® is featured on the upcoming North Andover Community Access Cable TV show “Your Money ABCs with Attorney Ramsey Bahrawy” seen in more than 30 communities throughout the Merrimack Valley

03/30/2009:  Steve Stanganelli, CFP® Admitted to the Paladin Registry as Five-Star Advisor

Steve Stanganelli, a board-certified financial planner and retirement planning counselor, was recently notified of his 5-Star Status Renewal.