Stephen P. Blanchette, CFP®, AIF®
Stephen is a graduate of the Pennsylvania State University's Smeal College of Business. In addition to a world-class education, he is most proud of his commitment and involvement in THON. THON is short for the Penn State IFC/Panhellenic Dance Marathon. It is a yearlong effort that raises funds and awareness for the fight against pediatric cancer and is the largest student-run philanthropy in the world, having raised more than $101 million for the Four Diamonds Fund at the Penn State Hershey Children’s Hospital since 1977.
After graduating from Penn State, Stephen moved to New York City, where he worked for AllianceBernstein Investments, one of the largest institutional money managers in the world. This experience fostered his desire to work with families and individuals to help them work toward achieving their financial goals. In 2008, he joined Hughes Wealth Management Group, where he began focusing his career on that desire. With nearly a decade of wealth management experience, Stephen is able to create personalized solutions that positively and significantly affect each of his clients' financial futures. He and his team build long-term relationships based on trust, knowledge, industry experience, and the drive to do what's best for each client given his or her unique financial condition. He works step by step with clients to determine goals and risk profiles and then develops a tailor-made plan that is flexible to move with his clients' ever-changing financial situations.
In October of 2015 the firm was renamed The Blanchette Financial Group, Inc.
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, which covers the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, 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.
In 2010, Stephen received a certificate of advanced study in financial planning from Merrimack College.
In 2014, Stephen earned the AIF® 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.
In addition to those designations, Stephen holds the following licenses and registrations:
- FINRA Series 7 (General Securities Registered Representative)
- FINRA Series 66 (Combined Investment Advisor – Uniform State Law)
- Registered representative and Investment Adviser Representative of Commonwealth Financial Network®
- Massachusetts and New Hampshire life, accident, and health insurance licenses
Stephen and his wife of 12 years, Jeannine, have two sons, Nicholas and Andrew. He is a passionate family man and enjoys spending time with his sons, coaching their sports teams, and volunteering in their classrooms. The Blanchette family makes their home in Newburyport, Massachusetts, and takes pride in being active in the community.
Stephen serves as a member of the Rotary Club of Newburyport. He is a board member for the Greater Newburyport Chamber of Commerce and Industry and serves on the finance committees for both the Immaculate Conception Parish and Anna Jaques Hospital in Newburyport, Massachusetts. Recently, he was voted to serve as a trustee for the Newburyport Five Cents Bancorp.
Administrative and Client Service Specialist
In her role as administrative and client service specialist, Catherine handles all aspects of account administration, including forms processing, updates, transaction requests, and account research. She is available to answer any questions in these areas. Catherine graduated from National University in San Diego, California, with a BS in business administration and a concentration in computer science. She resides in Merrimac, Massachusetts, with her husband, Darrel, and son, Jason. She enjoys sailing, hiking, skiing, gardening, and “all things outdoors.”
As an administrative assistant, Maura is responsible for managing communications and documents related to client appointments. She also assists Catherine with business processing and office management.
Maura lives in Haverhill, Massachusetts, with her husband, Jon; two children, Juliana and Dominic; and dog, Marina. She enjoys skiing, biking, boating, and fishing with her family . . . and a daily run with Marina.
Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.
Our partnership with Commonwealth Financial Network®, leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.