AUTHOR

Craig Toberman

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Craig Toberman, CFA, CPA, CFP®, MBA, is a wealth manager and financial planner who works with family business owners and retirees as they prepare for one of life’s most significant transitions: stepping away from the company or career they have built with a clear plan in place. Raised in Southern Illinois near St. Louis, Missouri, Craig grew up in a family business and spent his early years learning from the values and work ethic of closely held business owners. That experience shaped his mission to help families make informed decisions about their future. Craig’s background includes wealth management, corporate finance, accounting, and tax planning. He draws on this multidisciplinary experience to support clients as they navigate personal and business planning needs. Craig Toberman is a financial advisor at Toberman Becker Wealth, a St. Louis-based advisory firm known for helping families and business owners structure their finances and prepare for retirement. Through Toberman Becker Wealth, Craig provides expert guidance on retirement planning, wealth management, and investment portfolio design.

Best Sellers

The Five-Year Plan

A Clear Path to Family Business Succession

By: Craig Toberman

Narrated by: Daniel Greenberg

Length: 2 hrs and 24 mins

Release date: 14-05-25

Language: English

Not rated yet
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