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Amesbury Financial Planner Stanganelli Named Accredited Estate Planner
Amesbury Financial Planner Steve Stanganelli, CFP has been awarded the Accredited Estate Planner Designation by the National Association of Estate Planners & Councils
Stanganelli has been practicing as a financial planner providing estate planning services since 1999. He has been a member of the Merrimack Valley Estate Planning Council, a local chapter of the NAEPC, where he also has served as an executive officer and president during his membership which began in 2005.
His practice encompasses retirement income planning, investment management, divorce settlement analysis and college funding strategies. Steve holds the designations of CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR ™.
In August 2015, his local council nominated Stanganelli for consideration by the review committee of the National Association of Estate Planners & Councils. “This recognition is especially significant since your council honored you with a nomination as a respected and distinguished estate planner,” wrote Julie Buschman, CPA, AEP® and chair of the AEP® Review Committee.
About the Accredited Estate Planner ® (AEP®) Designation
The Accredited Estate Planner ® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to attorneys (JD), Chartered Life Underwriters ® (CLU®), Certified Public Accountants (CPA), Certified Financial Planner ™ professionals (CFP®), Chartered Financial Consultants ® (ChFC®) and Certified Trust and Financial Advisors (CTFA).
It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in a yearly renewal and recertification process that includes fifteen hours of estate-planning related continuing education each year.
The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.
Steve Stanganelli CFP / Clear View Wealth Advisors
Page Updated Last on: Jan 30, 2016