Quest Brings Aboard New Advisor - Stanganelli to Lead Expansion of Planning Team

Aug. 19, 2009 - PRLog -- Quest Financial Services, a fee-only Registered Investment Advisor, announced that Steve Stanganelli , CFP ®, CRPC ®, has joined the practice as a member of the firm's investment committee and planning team.

Bob Dubee, CFP ®, CPA/PFS, principal of the Lynnfield-based firm, noted that "Steve is a welcome addition to the team."

"We're happy Steve is on board and feel his experience and perspective will be a net benefit for our clients, " Dubee added.

He went on to say that "Steve's extensive business background will help improve our operations and his investment insights especially with exchange traded funds will add a broader dimension to our investment portfolio strategies."  

In addition to his financial planning credentials, Stanganelli has also been awarded a Five-Star Quality Rating by an independent rating service, the Paladin Registry (www.paladinregistry.com).  Fewer than three percent of the more than 600,000 financial advisors in the country are eligible for this rating which is based on such factors as education, credentials, ethics and background checks.

Stanganelli, a veteran mortgage banking professional, has been an investment advisor and planner for more than ten years and said "I'm looking forward to this opportunity to have a positive impact on the organization's expansion and help clients in their quest for financial freedom."

His practice encompasses retirement income planning, investment management, college funding strategies as well as divorce settlement analysis.

Steve works with a variety of individuals and families with a special focus on Baby Boomer pre-retirees, business owners, corporate executives and medical industry professionals.

Steve has published articles on a variety of topics including the impact of divorce on financial planning, business succession strategies for closely-held firms, college funding and financial aid strategies for parents and tactical investment strategies using mutual funds and ETFs. He is a contributor to InvestorWatchDog.com as well as his blog at www.moneylinkpro.wordpress.com.  He has also been quoted extensively at www.BankRate.com and has appeared on TV as a subject matter expert guest on “Your Money ABCs.”

Steve will also be joining Bob Dubee to co-host the company's weekly financial education radio show. Called the 'Quest for Financial Freedom,' the program airs each Saturday morning from 9 AM to 9:30 AM on WBOQ 104.9 FM and can be found on the web at www.northshore1049.com.

"Steve's background as a published author as well as a guest speaker on North Andover's community cable TV show Your Money ABCs makes him a great addition to the program, " noted Bob Dubee, president of Quest Financial. "We're happy to add his voice and range of experience to the line up.  Listeners will really benefit from his perspective and insight," Dubee added.

Steve has been a presenter of timely financial education workshops for consumers and workers in transition as well as organizations and community groups such as Oliver Wyman Management, Atlantic Referral Exchange, Newburyport Adult Education, Northern Essex Community College, Merrimack Valley Estate Planning Council and New Hampshire Department of Employment’s SalemWorks agency.

Steve, a member of the Financial Planning Association and CFP Board of Standards, serves as an executive officer in the Merrimack Valley Estate Planning Council.  He holds a MS in finance (financial planning concentration) with honors from Bentley University as well as an undergraduate degree with honors from the University of Massachusetts - Lowell.  Steve has also earned the prestigious CHARTERED RETIREMENT PLANNING COUNSELOR ™ and CERTIFIED FINANCIAL PLANNER ™ designations.

Steve, formerly of Methuen, resides in Amesbury with his wife, Kristin, a tri-athlete dietitian in training to be a new mom.  Steve is an avid competitive and long-distance cyclist with CCB-International of Topsfield.

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Quest is an independent Registered Investment Advisor firm providing wealth management, financial planning and investment management services to individuals, families, business owners and organizations.