Geoffrey Dunmore, CFP®, CPWA®

FINANCIAL ADVISOR

Contact

Office Phone

Email

About

Geoffrey Dunmore, CFP®, CPWA®

FINANCIAL ADVISOR

Geof has over 17 years of experience in the financial services industry. He strives to deliver a high-touch experience and has a passion for deeply understanding each client’s set of circumstances. While he appreciates the technical challenges of his role, the real joy comes from the relationships that develop with clients. Like the rest of the team, Geof gets great satisfaction from developing personalized solutions that help clients achieve their financial goals.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

My Team

Lisa Santos, CPA

Financial Advisor

Purposeful

Christine Pavel, CIMA®, RMA®

FINANCIAL ADVISOR

Diana Vazquez

Advisor Integration Manager, Practice Manager

Purposeful

Beth Kraszewski, CFP®, CDFA®

EXECUTIVE VICE PRESIDENT, WEALTH MANAGER, LICENSED INSURANCE AGENT

PWA_Resized_white

Morgan Ziegler, CFP®, CDFA®

FINANCIAL ADVISOR

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.

Client Portal

The above links provide access to third-party websites used by clients of Keating Financial Advisory Services, Inc. (KFAS). These sites are operated by their respective providers and are not controlled by KFAS. KFAS is not responsible for the content, security, or privacy practices of these external websites. Listing these platforms does not constitute an endorsement by KFAS, nor does it imply that the providers endorse or are affiliated with KFAS unless otherwise stated. For security purposes, always verify that you are accessing your account through a secure connection and log out of your session when finished.

Speak to an Advisor