Betsey A. Purinton,  CFP<sup>&reg;</sup> - Financial Advisor

Betsey A. Purinton, CFP®

Managing Director and CIO

StrategicPoint Investment Advisors

294 West Exchange St
Providence, RI 02903
(401) 273-1500

General

Betsey Purinton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at StrategicPoint Investment Advisors in Providence, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: RI, MA
  • Health/disability insurance: RI, MA

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Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Insurance, Retirement, Long-term Care, Sudden Wealth

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