Craig Toberman, Cfa, Cpa, Cfp®

Craig Toberman, Cfa, Cpa, Cfp® Email and Phone Number

Partner at Toberman Becker Wealth @ Toberman Becker Wealth
Craig Toberman, Cfa, Cpa, Cfp®'s Location
St Louis, Missouri, United States, United States
Craig Toberman, Cfa, Cpa, Cfp®'s Contact Details

Craig Toberman, Cfa, Cpa, Cfp® work email

Craig Toberman, Cfa, Cpa, Cfp® personal email

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.

Craig Toberman, Cfa, Cpa, Cfp®'s Current Company Details
Toberman Becker Wealth

Toberman Becker Wealth

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Partner at Toberman Becker Wealth
Craig Toberman, Cfa, Cpa, Cfp® Work Experience Details
  • Toberman Becker Wealth
    Partner
    Toberman Becker Wealth Jul 2020 - Present
    St Louis, Missouri, Us
    Toberman Becker Wealth is a fee-only registered investment advisor based in St. Louis providing financial planning advice and portfolio management to families and businesses.
  • East County Enterprises
    Director Of Finance
    East County Enterprises 2019 - 2021
    East St Louis, Illinois, Us
    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.
  • Archford Capital Strategies
    Director Of Business Services
    Archford Capital Strategies May 2018 - Dec 2018
    Swansea, Illinois, Us
  • Archford Capital Strategies
    Wealth Management Advisor
    Archford Capital Strategies Aug 2016 - Apr 2018
    Swansea, Illinois, Us
  • Foundation Wealth Management
    Certified Financial Planner
    Foundation Wealth Management Apr 2015 - Jul 2016
    Clayton, Missouri, Us
  • Scottrade
    Financial Analyst — Capital Planning, Bank Stress Testing
    Scottrade Mar 2014 - Mar 2015
    Saint Louis, Mo, Us
    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.
  • Breakthru Beverage Group
    Financial Analyst
    Breakthru Beverage Group Jul 2012 - Oct 2013
    Cicero, Illinois, Us
    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.

Craig Toberman, Cfa, Cpa, Cfp® Skills

Financial Analysis Strategic Planning Financial Reporting Business Strategy Financial Modeling Financial Markets

Craig Toberman, Cfa, Cpa, Cfp® Education Details

  • Saint Louis University
    Saint Louis University
    Finance
  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Agricultural 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.

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