Steve Stanganelli is a skilled expert, who works in American Financial Education Alliance main office of which is in 779. on the position of Chapter President since 2018. This expert gained professional experience in more than 12 positions at different companies. Steve Stanganelli went to the Tallahassee Community College and received education from 2007 to 2007. This person has such professional qualifications as Certified Financial Planner (Tm) Professional, Chartered Retirement Planning Counselor (Sm), and Accredited Estate Planner ® Designee. Crotonville, New York is the area, where this expert was lastly known to be situated. Steve's email address and phone can be accessed through SoftwareOfficial on demand.
Name variants:
Stephen Stanganelli
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 5, 2022
Email
st**@clearviewwealthadvisors.com
Location
Crotonville, NY
Company
American Financial Education Alliance
Workplace
Chapter President
Work History
Chapter President
Charlotte, NC
Non-profit (501c3) financial wellness and education company providing programs in the community and through local employers. AFEA is a Non-Profit Alliance of Professionals whose mission is t...
from Jan 2018
Financial Literacy Workshop Facilitator
700 Lavaca St SUITE 1400, Austin, TX 78701
Member of a network of educational speakers providing on-site financial education and financial literacy workshops to employees of Greater Boston area employers.
Dec 2014 — Dec 2016
Councilor-At-Large
Elected November 3, 2015 and sworn into office on January 4, 2016 to a two-year term on the nine-member city council. As one of three at-large councilors, I represent the entire population o...
from Jan 2016
Financial Trainer and Workshop Facilitator
112 Croton Ave, Ossining, NY 10562
Facilitator presenting financial literacy workshops for a national provider of corporate training and employee assistance programs delivering presentations on a wide range of topics without ...
Dec 2014 — Jan 2016
Fee-Only Financial Planner and Portfolio Strategist and College Planner and Tax Advisor
Clear View Wealth Advisors, LLC is a fee-only / fee-for-service fiduciary financial planning, investment management and retirement advisory practice serving Baby Boomers, pre-retirees and re...
from Jun 2010
Financial Planner and Investment Advisor
Massachusetts
Fee-only Financial Planning & Investment Management Boutique financial planning and wealth management services for individuals, families and organizations led by board-certified professional...
Aug 2009 — May 2010
Certified Financial Planner Professional and Investment Advisor Representative
Independent Fee-Only Financial Advisor providing comprehensive financial planning and investment advisory services. Servicing Individuals, Families and Businesses throughout the United State...
Apr 2008 — Aug 2009
Financial Advisor
New York, NY
Wealth management advisor to individuals and businesses; Responsible for developing customized financial strategies for prospects and existing clients highlighting formal wealth management p...
Sep 2005 — Apr 2008
Principal Consultant, Investment Advisor Representative and Registered Representative
Operated financial consulting firm that included residential mortgage lending origination, outsource provider of lending services such as loan underwriting and loan portfolio due diligence. ...
Oct 1991 — Sep 2005
Senior Mortgage Consultant
Regional Correspondent Mortgage Banker & Lender Responsible for originating and pricing residential and commercial mortgage loan pipeline for full range of conforming and non-conforming cred...
Oct 2004 — Sep 2005
Branch Manager
Largest Privately-Held National Residential Mortgage Broker & Lender Originating $8 Billion in Volume Responsible for organizing branch launch, implementing all operational, accounting and I...
Jul 2001 — Oct 2004
Education
2007 — 2007
2007 — 2007
1989 — 1991
1987 — 1990
1982 — 1986
Occupations
Executive
Chairperson
Non-Profit
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Moderator
Chief Executive
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Strategic Financial Planning
Estate Planning
Portfolio Management
Retirement Planning
Mutual Funds
Tax
Asset Allocation
Investment Strategies
Financial Risk
401K
Investments
Wealth Management
Insurance
Financial Analysis
Asset Managment
Small Business
Accounting
Risk Management
Business Planning
Real Estate
Investment Policy Statements
Business Tax Planning
Tactical Asset Allocation
Finance
Financial Advisory
Retirement
Financial Planning
Corporate Tax Planning