Partner
CurrentToberman Becker Wealth is a fee-only registered investment advisor based in St. Louis providing financial planning advice and portfolio management to families and businesses.
Jul 2020 - Present
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Craig Toberman, Cfa, Cpa, Cfp® Email & Phone Number
Partner at Toberman Becker Wealth
at
Toberman Becker Wealth
1 work email found
@archfordcapital.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner at Toberman Becker Wealth
Location
St Louis, Missouri, United States
Who is Craig Toberman, Cfa, Cpa, Cfp®? Overview
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Quick answer
Craig Toberman, Cfa, Cpa, Cfp® is listed as Partner at Toberman Becker Wealth at Toberman Becker Wealth, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at archfordcapital.com and a matched LinkedIn profile for Craig Toberman, Cfa, Cpa, Cfp®.
Craig Toberman, Cfa, Cpa, Cfp® previously worked as Partner at Toberman Becker Wealth and Director of Finance at East County Enterprises. Craig Toberman, Cfa, Cpa, Cfp® holds Master Of Business Administration (M.B.A.), Finance from Saint Louis University.
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Email format at Toberman Becker Wealth
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*@archfordcapital.com
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AeroLeads found 1 current-domain work email signal for Craig Toberman, Cfa, Cpa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Craig Toberman, Cfa, Cpa, Cfp®
Craig Toberman is a Partner at Toberman Becker Wealth 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.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).Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, Financial Planning Association, and XY Planning Network. He has recently been featured in Bloomberg, CNN Business, FOX 2 St. Louis, and CBS News.Craig lives in the greater St. Louis area with his wife, Ally and son, Hank. They enjoy hiking at Castlewood State Park and visiting the Missouri Botanical Garden.Toberman Becker Wealth serves families as a fee-only, independent, and fiduciary financial advisor. Craig never receives commissions or sells any investment products or insurance. The client’s fee is the firm’s only source of revenue. Because he designed the firm from the ground up, Craig’s clients enjoy a transparent and sales-free financial planning experience.
Listed skills include Financial Analysis, Strategic Planning, Financial Reporting, Business Strategy, and 2 others.
Current workplace
Craig Toberman, Cfa, Cpa, Cfp®'s current company
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7 roles · 8 years
Craig Toberman, Cfa, Cpa, Cfp® work experience
A career timeline built from the work history available for this profile.
Director Of Finance
East County Enterprises (ECE) is a strategic management company focusing on real estate development and business management activities. For the past 50 years, ECE has focused on the enhancement of economic development activities in the eastern portion of the St. Louis Metropolitan Area. ECE is a family-based business with years of leadership and development expertise which has proven to be successful in attracting millions of dollars in new investments to the "east county" regional area as well as bringing a significant number of sustainable jobs.
2019 - 2021
~2 yrs
Director Of Business Services
May 2018 - Dec 2018
Wealth Management Advisor
Aug 2016 - Apr 2018
Certified Financial Planner
Apr 2015 - Jul 2016
Financial Analyst — Capital Planning, Bank Stress Testing
Supported the corporate finance department in reporting and analyzing the company’s financial position. Consolidated brokerage and bank financial statements for long-term planning and projections. Performed interest rate sensitivity and other what-if analyses to determine potential impact on the firm’s financials. Performed analysis as a member of the firm’s Dodd-Frank Act Stress Test (DFAST) working group. Educated and trained associates on core budget and financial fundamentals.
Mar 2014 - Mar 2015
Financial Analyst
Breakthru Beverage Group is a leading North American beverage wholesaler driving innovation in the marketplace with a nimble and insightful approach to business. Breakthru is proud to be family-owned and operated, bringing valued expertise to its operations across the U.S. and Canada. The company employs more than 7,000 associates representing a portfolio of premier wine, spirit and beer brands totaling more than $5 billion in annual sales.
Jul 2012 - Oct 2013
2 education records
Craig Toberman, Cfa, Cpa, Cfp® education
Master Of Business Administration (M.B.A.), Finance
Saint Louis University
Bachelor Of Science (B.S.), Agricultural And Consumer Economics
University Of Illinois Urbana-Champaign
FAQ
Frequently asked questions about Craig Toberman, Cfa, Cpa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Craig Toberman, Cfa, Cpa, Cfp® work for?
Craig Toberman, Cfa, Cpa, Cfp® works for Toberman Becker Wealth.
What is Craig Toberman, Cfa, Cpa, Cfp®'s role at Toberman Becker Wealth?
Craig Toberman, Cfa, Cpa, Cfp® is listed as Partner at Toberman Becker Wealth at Toberman Becker Wealth.
What is Craig Toberman, Cfa, Cpa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @archfordcapital.com for Craig Toberman, Cfa, Cpa, Cfp® at Toberman Becker Wealth.
Where is Craig Toberman, Cfa, Cpa, Cfp® based?
Craig Toberman, Cfa, Cpa, Cfp® is based in St Louis, Missouri, United States while working with Toberman Becker Wealth.
What companies has Craig Toberman, Cfa, Cpa, Cfp® worked for?
Craig Toberman, Cfa, Cpa, Cfp® has worked for Toberman Becker Wealth, East County Enterprises, Archford Capital Strategies, Foundation Wealth Management, and Scottrade.
How can I contact Craig Toberman, Cfa, Cpa, Cfp®?
You can use AeroLeads to view verified contact signals for Craig Toberman, Cfa, Cpa, Cfp® at Toberman Becker Wealth, including work email, phone, and LinkedIn data when available.
What schools did Craig Toberman, Cfa, Cpa, Cfp® attend?
Craig Toberman, Cfa, Cpa, Cfp® holds Master Of Business Administration (M.B.A.), Finance from Saint Louis University.
What skills is Craig Toberman, Cfa, Cpa, Cfp® known for?
Craig Toberman, Cfa, Cpa, Cfp® is listed with skills including Financial Analysis, Strategic Planning, Financial Reporting, Business Strategy, Financial Modeling, and Financial Markets.
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