Craig A. Toberman,  CFP<sup>&reg;</sup> - Financial Advisor

Craig A. Toberman, CFP®

CFA, CPA

Partner

Toberman Becker Wealth

1741 S Big Bend Blvd
St. Louis, MO 63117-2496
FINANCIAL ADVISOR'S WEBSITE
(314) 783-9860 CONNECT WITH Craig
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General

Craig Toberman is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Toberman Becker Wealth in St. Louis, MO and the surrounding communities.

Financial Advisor Overview

Partner at Toberman Becker Wealth, an independent fee-only firm based in St. Louis and serving clients locally and nationwide. Specializing in retirement planning, tax strategies, and generational wealth. CFA, CPA, CFP® financial advisor providing personalized, fiduciary advice.

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Financial Advisor Experience

Craig Toberman is a fiduciary financial advisor and Partner at Toberman Becker Wealth, a fee-only, independent firm based in St. Louis, Missouri. He specializes in retirement transitions, tax-smart investing, and generational wealth planning. Craig holds the CFA, CPA, and CFP® credentials and has over a decade of experience helping individuals, families, and business owners make confident financial decisions. The firm is led by two dual-certified CFA/CFP® professionals and serves clients locally and across the country, offering fee-only financial planning and investment management in line with each client’s long-term goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources