Craig Toberman, Cfa, Cpa, Cfp® Email and Phone Number
Craig Toberman, Cfa, Cpa, Cfp® work email
- Valid
Craig Toberman, Cfa, Cpa, Cfp® personal email
- Valid
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.
-
PartnerToberman Becker Wealth Jul 2020 - PresentSt Louis, Missouri, UsToberman Becker Wealth is a fee-only registered investment advisor based in St. Louis providing financial planning advice and portfolio management to families and businesses. -
Director Of FinanceEast County Enterprises 2019 - 2021East St Louis, Illinois, UsEast 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. -
Director Of Business ServicesArchford Capital Strategies May 2018 - Dec 2018Swansea, Illinois, Us -
Wealth Management AdvisorArchford Capital Strategies Aug 2016 - Apr 2018Swansea, Illinois, Us -
Certified Financial PlannerFoundation Wealth Management Apr 2015 - Jul 2016Clayton, Missouri, Us -
Financial Analyst — Capital Planning, Bank Stress TestingScottrade Mar 2014 - Mar 2015Saint Louis, Mo, UsSupported 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. -
Financial AnalystBreakthru Beverage Group Jul 2012 - Oct 2013Cicero, Illinois, UsBreakthru 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.
Craig Toberman, Cfa, Cpa, Cfp® Skills
Craig Toberman, Cfa, Cpa, Cfp® Education Details
-
Saint Louis UniversityFinance -
University Of Illinois Urbana-ChampaignAgricultural And Consumer Economics
Frequently Asked Questions about Craig Toberman, Cfa, Cpa, Cfp®
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 the current company?
Craig Toberman, Cfa, Cpa, Cfp®'s current role is Partner at Toberman Becker Wealth.
What is Craig Toberman, Cfa, Cpa, Cfp®'s email address?
Craig Toberman, Cfa, Cpa, Cfp®'s email address is ct****@****ail.com
What schools did Craig Toberman, Cfa, Cpa, Cfp® attend?
Craig Toberman, Cfa, Cpa, Cfp® attended Saint Louis University, University Of Illinois Urbana-Champaign.
What are some of Craig Toberman, Cfa, Cpa, Cfp®'s interests?
Craig Toberman, Cfa, Cpa, Cfp® has interest in Economic Empowerment.
What skills is Craig Toberman, Cfa, Cpa, Cfp® known for?
Craig Toberman, Cfa, Cpa, Cfp® has skills like Financial Analysis, Strategic Planning, Financial Reporting, Business Strategy, Financial Modeling, Financial Markets.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial