Craig Toberman, CFA, CPA, CFP® 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, and XY Planning Network. He has
recently been featured in Bloomberg, CNN Business, and InvestmentNews.
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.
