Purposeful Wealth Advisors

Lisa Santos, CPA

Advisor

Purposeful

Christine Pavel, CFP®, CIMA®, RMA®

FINANCIAL ADVISOR

Purposeful

Geoffrey Dunmore, CFP®, CPWA®

FINANCIAL ADVISOR

Diana Vazquez

Advisor Integration and Internship Manager, Senior Client Service 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(R), CERTIFIED FINANCIAL PLANNER(tm) 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.