My highest priority is getting you where you want to be. I work with my clients providing them with the compass and road map to help them get where they need to go and where they want to be.
For more than 20 years I have been coaching individuals on ways to improve and protect their personal bottom line. I am never too busy to help you or someone you know and care about. Regardless of the size of your portfolio, I'm here to help guide you through the many challenges of life's transitions so you can stay on course for financial success.
About Steve
Steve Stanganelli is a five-star rated, board-certified financial planning professional. His practice encompasses retirement income planning, investment management, divorce settlement analysis and college funding strategies. He is a published author and regularly presents on these topics to businesses, civic groups and community organizations.
Steve works with a variety of individuals and families with a special focus on Baby Boomer pre-retirees.
Steve earned his Master of Science degree in Finance (MSF) from Bentley College with high distinction. He is also an honors graduate of the University of Massachusetts - Lowell.
Steve holds the designations of CERTIFIED FINANCIAL PLANNER(tm) and CHARTERED RETIREMENT PLANNING COUNSELOR(tm).
About Quest
Quest is an independent fee-for-service Registered Investment Advisor formed in 1996 by Bob Dubee, CPA/PFS, CFP®. The team at Quest provides objective personal financial planning advice on a flat fee or hourly fee basis as well as risk-controlled investment management for personal portfolios.
Feel free to contact me or Bob via e-mail at
steve@questfsi.com