Back to Search Favorites List

Craig Toberman (CFA, CFP®, CPA, MBA)

Craig Toberman focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Craig Toberman, CFA, CPA, CFP®, specializes in personalized financial planning and fiduciary wealth management for individuals, families, and business owners. His key areas of expertise include:

  • Retirement Planning: Helping clients create clear, tax-efficient strategies for saving, investing, and drawing income throughout retirement.
  • Investment Management: Building and managing diversified portfolios based on each client’s goals, time horizon, and risk preferences.
  • Tax Planning: Identifying strategies to minimize taxes through asset location, income timing, and proactive coordination with CPAs.
  • Estate and Wealth Transfer Planning: Developing strategies that help families transfer wealth across generations while preserving values and reducing estate taxes.
  • Business Owner Financial Planning: Supporting entrepreneurs with succession strategies, liquidity planning, and integrating business finances with personal goals.

Craig works closely with clients to simplify complex financial decisions and provide long-term, evidence-based advice. All services are delivered on a Fee-Only basis with a fiduciary commitment to putting each client’s best interest first.

Additional Information

Craig Toberman is a partner at Toberman Becker Wealth in St. Louis and Author of The Five-Year Plan: A Clear Path To Family Business Succession. 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.

NAPFA Start Date

January 29, 2021

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

1741 S Big Bend Blvd St. Louis, MO 63117 Phone: (314) 783-9860
View
Visit Website