Amesbury Financial Planner Honored for Service to Merrimack Valley Medical Community by MD Preferred

Steve Stanganelli, CFP® of Clear View Wealth Advisors,a Fee Only Financial Planning Firm, Awarded Preferred Financial Advisor Status for 2nd Year by National Medical Consultant Firm
Dec. 7, 2012 - PRLog -- US Medical Specialties, Inc., an international medical consulting firm, manages the MD Preferred online resource center for doctors and other medical professionals.  

Each year the group reviews applications from service providers and chooses community-based “doctor friendly” business professionals from various disciplines as Preferred Providers to appear in their online directory to be a resource to both medical organizations and professionals.

The online portal ( helps connect physicians and other healthcare professionals with other business professionals who are positioned to help healthcare professionals and their organizations meet the unique challenges they face.

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.

“We are proud of the recognition we have received.  In an environment of critical physician shortage, we understand that most physicians considering a career in our community will make their decision based partly on life style issues,” Mr. Stanganelli observed.  “The last thing we want to have happen is for that prospective physician to go elsewhere because the local support services he or she needed were not available, were unreliable or did not meet the expectations of the physician.”

Ron Davis, VP of Member Services for US Medical Specialties noted that Clear View’s special service offerings and independent fee-based approach to financial planning “made them a great fit for our physician members looking for objective advice free from the pressure of a product sale.”

“We recognize that doctors, dentists and allied healthcare professionals encounter many unique financial issues including high student debt, asset protection, income taxes and business ownership. And as their financial profile changes, we offer a progressive way of dealing with these issues in our WealthCare© Program Suite,” said Stanganelli.

These specialized programs were developed in response to the need of healthcare professionals and distinguished Clear View from many other contenders added Mr. Davis, referring to the Student Debt Elimination Program for career starters, the Practice Starter Program for those launching their own business and the Successful Transition Plan for those considering retirement from medicine or dentistry.

Every MD Preferred financial advisor is recognized for their commitment to serving the healthcare industry.  They often work in close concert with other community based professionals helping area medical providers attract and retain talented physicians and medical staff.  

“MD Preferred community teams are uniquely qualified to act as recruiting partners to area practice managers and hospital administrators,” explained Ron Davis of US Medical Specialties.  “In an environment of growing physician shortages, these knowledgeable professionals can tell the community story while the medical recruiter focuses on the clinical opportunity.  Their understanding of the special needs of physicians and their families saves everyone time and resources.”

According to the Bureau of Labor Statistics, there are approximately 700,000 physicians in the United States who work in excess of 60 hours per week.  While their earning potential is the highest among any profession in the US, a blizzard of government regulations and a host of clinical and economic issues leave little time for a doctor to manage their professional and personal lives.

“Doctors are very busy professionals,” observed Michael O’Malley, Project Manager of MD Preferred Services.  “When it comes to finding a financial advisor that is committed to working with physicians, they appreciate an organization like ours that has done the research for them and pulled a team together to make their lives easier.”  In addition to identifying, acknowledging and promoting professionals who provide service excellence to the medical community, MD Preferred is “designed to save doctors time by providing one trusted place on the Internet where they can begin the due diligence process leading to a successful professional relationship,” offered Mr. O’Malley.

To learn more about MD Preferred, visit

To learn more about Clear View Wealth Advisors or Steve Stanganelli, visit
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