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

Craig A. Toberman, CFP®

1741 S Big Bend Blvd
Saint Louis, MO 63117-2496
(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 in Saint Louis, MO and the surrounding communities.

Financial Advisor Overview

Craig Toberman, CFA, CPA, CFP® is the Founder of Toberman Wealth, a fee-only financial advisory practice in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.

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Financial Advisor Experience

Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources