Steve Stanganelli, CRPC ®, CFP ®, a board-certified fee-only financial advisor and former banker for nearly two decades, helps clients make smart money decisions and designs custom financial roadmaps for clients to live richly in retirement and all the points along the way. He specializes in assisting clients who reap a financial windfall as people abruptly find themselves facing sudden money issues brought on by a life-changing event.
His practice includes comprehensive financial planning.