Craig J. Ruffolo


20-Years Professional Expertise in:

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


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

In the community

Professional Designations

  • Certified Financial Planner€ž? (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