Clear View Wealth Advisors & CollegeCashPro.com
As a fee only CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners throughout Greater Boston, the Merrimack Valley and New Hampshire Seacoast from multiple office locations including Greater Newburyport, Wilmington and Burlington, Massachusetts. Steve is a member of the National Association of Personal Financial Advisors (NAPFA) and Financial Planning Association (FPA). He also has earned a five-star rating from The Paladin Registry. In addition to his primary website, he also has a site dedicated to college planning: http://collegecashpro.com.