Beth Kraszewski, CFP®,CDFA®,CLU® in

Beth Kraszewski, CFP®,CDFA®,CLU®

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President at Purposeful Wealth Advisors
📍 Greater Chicago Area, United States

Beth Kraszewski is the President and Founder of Purposeful Wealth Advisors, with over 22 years of experience. A University of Nebraska-Lincoln alumna, she specializes in financial planning for major life transitions like divorce and retirement, holding a Certified Divorce Financial Analyst designation.

Describing herself as a "recovering Type A, " Beth is passionate about helping people live intentionally. She has recently explored more intuitive approaches to goal-setting, like creating her first vision board, to find paths that feel more aligned with her personal values.

Her compassion for clients going through divorce led her to earn a specialized Certified Divorce Financial Analyst (CDFA) designation to better serve them.

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Experience
26 Years
Current Role
President
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Beth shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Beth cares about

Divorce Financial Planning
As a Certified Divorce Financial Analyst (CDFA), she has a unique passion for helping clients navigate the complexities of separation and marital settlement agreements.
Purposeful Wealth
Her firm's philosophy is empowering people to live abundantly by making meaningful and intentional decisions with their money, moving beyond spreadsheets to align finances with values.
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Career

Work history

1-2019
President
Purposeful Wealth Advisors
4-2008
Wealth Manager & Executive Vice President
Keating & Associates, Inc.
10-2005 - 5-2008
Financial Advisor
Northern Trust
2004 - 2005
Financial Planner
Ehlert Financial Group, Inc.
2000 - 2004
Financial Advisor Associate
INSPRO Insurance Agency
In the press

Media appearances

Beth Kraszewski - Purposeful Wealth Advisors - Keating - Forbes. Featured in Forbes
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Education
1999 - 2004
Education
University of Nebraska-Lincoln
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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