Stephen Blanchette is a dedicated financial planner, private wealth advisor, and founder of The Blanchette Financial Group, Inc. A proud graduate of Pennsylvania State University’s Smeal College of Business, Stephen began his career at AllianceBernstein in New York City, where he gained invaluable experience working with one of the world’s leading institutional money managers. However, it was through this experience that he realized his true passion was building lasting, personal relationships with clients. He founded The Blanchette Financial Group with the goal of offering a more personalized, client-focused approach—treating each client like family and helping them achieve their unique financial goals through trust and genuine connection.
Stephen is a CERTIFIED FINANCIAL PLANNER® professional, demonstrating his commitment to ethical standards and ongoing education in financial planning, risk management, investments, tax planning, retirement planning, and estate planning. He also holds the Accredited Investment Fiduciary® (AIF®) designation, highlighting his expertise in fiduciary standards and client-centered decision-making.
Personal Life
Stephen and his family live in Newburyport, Massachusetts, where they remain deeply involved in their community. Alongside his wife, Jeannine, and their two sons—Nicholas, who attends Boston College, and Andrew, a student at St. John's Prep—Stephen enjoys giving back through local organizations like Our Neighbor’s Table and other philanthropic endeavors. The Blanchette family shares a love for skiing, golfing, Boston sports, and both Penn State and Boston College football—though Stephen’s loyalty to PSU takes priority if the two teams ever face off, a sentiment not entirely shared by the rest of the family. They also treasure time spent together with their Golden Retriever, Loki.
In addition to his professional commitments, Stephen serves as a trustee for The Newburyport Bank and is actively involved in the financial oversight of nonprofit organizations, including Immaculate Conception Parish and the Saint Basil’s Salvatorian Center.
Professional Designations
Stephen is an Investment Adviser Representative of Commonwealth Financial Network®, holding licenses and registrations that include NASAA Series 66 (Combined Investment Advisor, Uniform State Law) registration and life, accident, and health insurance licenses.
He is a CERTIFIED FINANCIAL PLANNER® professional. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® certification examination. The exam covers the financial planning process, risk management, investments, tax planning, retirement planning, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP® Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.
Stephen earned the Accredited Investment Fiduciary® designation from the Center of Fiduciary Studies. The AIF® designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
Stephen is proud to have been recognized as a President's Club advisor, a distinction based on annual production attained by just 17 percent of advisors affiliated with Commonwealth Financial Network®. Each year, Commonwealth recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers and leading industry experts. President’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to clients.