Craig Toberman
AUTHOR

Craig Toberman

Business & Careers
Tap the gear icon above to manage new release emails.
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. Through his advisory firm and business partnership, Craig works with families and business owners to evaluate long-term goals, prepare for leadership transitions, and approach succession planning with clarity and intention.
Read more Read less

Try Audible membership today. Start enjoying the benefits.

Try Audible for free with an audiobook of your choice.
Try Premium Plus free
Automatically renews at AUD $16.45/mo after 30 days. Cancel anytime.

Most Popular

Product list
  • The Five-Year Plan cover art

    Non-member price: $9.68 or 1 Credit

    Sale price: $9.68 or 1 Credit

    Try for $0.00