Craig Toberman

Craig Toberman

Licensed in Illinois

10 Years in Business
Services Offered: Financial Planning
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About Craig Toberman

Craig Toberman is the Founder of Toberman 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. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).

Accountant Details

Education and Degrees

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.

Languages Spoken

Craig Toberman provides accounting services to clients in the following language(s):

  • English

Specialties and Skills:

Contact the accountant directly to find out about learn more about their skills and specialties, since not all may be listed. All CPAs, including Craig Toberman, have at the minimum an undergraduate degree in accounting verified by the state board of accountancy, and have passed a rigorous national exam. All certified public accountants must also adhere to mandated continuing education requirements, set by the state in which they are licensed.

  • Financial Planning

Industry Specialties

  • No Industry Specialties

Professional Memberships

Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, Financial Planning Association, and XY Planning Network.

Contact Information

Address:

Craig Toberman
1741 S Big Bend Blvd
St. Louis, MO 63117

Phone Number: Click to Show
Fax Number: Not Available
Website: https://tobermanwealth.com/

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Note: Missouri Certified Public Accountants are licensed and certified to provide independent attest services which includes the audit and review of financial statements which may be required by third parties to provide a level of assurance that the financials accurately reflect the financial condition of the company or individual. If you need accounting, bookkeeping and tax preparation services for your business located in or around St. Louis, Missouri or you just want your individual income tax return prepared, use our search to find a local accountant.