Christine Pavel, CFP®, CIMA®, RMA®

FINANCIAL ADVISOR

Contact

Office Phone

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About

Christine Pavel, CFP®, CIMA®, RMA®

FINANCIAL ADVISOR

My favorite part

I really enjoy putting together the pieces of the financial puzzle that help make my client’s goals fit within their reach.

About Chris

Chris began her career as an economist at the Federal Reserve Bank of Chicago. She has more than twenty-five years of experience in financial planning, investment analysis, and banking. Chris works with business owners, senior executives, and high-net-worth individuals and families to provide comprehensive financial planning and investment portfolio management.

Distinctions:

CERTIFIED FINANCIAL PLANNER™ professional
Certified Investment Management Analyst® professional
M.B.A. in Finance from the University of Chicago

My Team

Lisa Santos, CPA

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