Craig J. Ruffolo

  • Senior Wealth Advisor
  • CLA Peoria
  • CliftonLarsonAllen Wealth Advisors, LLC

Education

  • Illinois State University, Bachelor of Arts - International Business
  • College for Financial Planning

Overview

20-Years Professional Expertise in:

  • Financial & Estate Planning
  • Asset Management & Investment Advice
  • Discovery & Fact Finding
  • Conceptual Modeling & Teaching
  • Charitable Giving Strategies

Upcoming speaking engagements

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Resources and event materials

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In the community

Professional Designations

  • Certified Financial Planner™ (CFP®), CFP Board of Standards
  • Accredited Investment Fiduciary (AIF®) , fi360 - The Center for Fiduciary Studies
  • Accredited Asset Management Specialist (AAMS®), College for Financial Planning
  • Certified Fund Specialist (CFS®), Institute of Business & Finance
  • Fellow, Life Management Institute, LOMA