Stephen P. Blanchette, CFP®, AIF®
Stephen is a financial planner, private wealth advisor, and owner of The Blanchette Financial Group, Inc. He is a graduate of Pennsylvania State University’s Smeal College of Business. Prior to his work as a financial planner and business owner, he spent time with AllianceBernstein, one of the largest institutional money managers in the world, at their New York City office. After a long career in the financial planning world, Stephen knew he wanted to offer something beyond what the bigger firms delivered, personal touch, and a real connection with his clients. He works diligently to help clients and their families achieve their very specific and unique financial goals.
He is an Investment Adviser Representative of Commonwealth Financial Network®. He holds licenses and registrations that include NASAA Series 66 (Combined Investment Advisor, Uniform State Law) registration and life, accident, and health insurance licenses.
Stephen 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 our broker/dealer, 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.
The Blanchette family lives in Newburyport, Massachusetts. Stephen and Jeannine have two sons, Nicholas and Andrew, and a Golden Retriever named Loki. They volunteer locally as a family through many organizations like Our Neighbor’s Table (www.ourneighborstable.org) and many other local and national philanthropies. Together, they also enjoy skiing, Boston sports, Penn State football, Broadway theater, and all that the Greater Newburyport area has to offer.
Stephen serves as a trustee for the Newburyport Bank and on finance committees for The Firehouse Center for the Arts, Immaculate Conception Parish, and the Saint Basil’s Salvatorian Center, and previously served on the finance committee for Anna Jaques Hospital.
*Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. 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 their clients.