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richardceffaliojr

Richard Ceffalio Jr. is a financial advisor with over 30 years of experience in wealth management and financial planning. As the founder of Providence Private Wealth, he built a firm focused on delivering customized financial solutions, which later merged with Midwest Wealth Management in 2023. Now managing $800 million in assets, he has established himself among the industry's top 10% of financial advisors. His dedication to leadership and expertise has earned him numerous recognitions, including the Outstanding Achievement in Leadership award from Dreams for Kids. Born on June 19, 1972, into an Italian-American family in Chicago, Illinois, Rich Ceffalio was raised with a strong work ethic and commitment to excellence. He attended Notre Dame High School in Niles, Illinois, where he was actively involved in academics and extracurricular activities. His interest in finance led him to DePaul University, where he majored in Finance and minored in Economics. This educational foundation set the stage for his long and successful career in financial services. After completing his studies, he entered the financial industry and quickly developed a passion for helping individuals and families secure their financial futures. His approach has always been centered on understanding each client’s financial goals and creating strategies tailored to their unique needs. His commitment to transparency and client-focused service has led to long-lasting relationships built on trust and reliability. In 2019, Richard founded Providence Private Wealth to offer specialized financial services focused on individual client needs. The firm gained a strong reputation for its personalized approach, leading to its merger with Midwest Wealth Management in 2023. This strategic expansion allowed him to continue providing high-level financial guidance while managing a growing portfolio. Now overseeing $800 million in assets, he remains dedicated to helping clients achieve economic stability and long-term success. His contributions extend beyond financial advising. Rich Ceffalio was honored with the Outstanding Achievement in Leadership Award from Dreams for Kids, recognizing his commitment to leadership and community service. His philanthropic work includes serving on the boards of the National Kidney Foundation and the Columbian Club of Chicago, where he has supported health and community initiatives. His expertise has also been recognized nationally. In 2022, he was named in Forbes' Best in State list, highlighting his ranking among the country’s top financial advisors. Additionally, from 2020 to 2023, he received the Chairman’s Club honor, reflecting his consistent performance and industry leadership. His contributions to charitable organizations have also been highlighted in interviews with Catholic Charities, showcasing his dedication to philanthropy. Beyond his professional responsibilities, he supports various charitable organizations, including Elevate Life Church, Toys for Tots, and the National Kidney Foundation. His community service includes participating in food pantry initiatives, Thanksgiving meal programs for people experiencing homelessness, and disaster relief efforts for California fire victims. He has also supported Champions in Christ, a nonprofit that assists individuals with special needs. Richard Allen Ceffalio, Jr resides in Illinois with his wife and three children. His oldest son has followed in his footsteps, joining him in the financial sector and continuing the family’s legacy in wealth management. Outside work, he enjoys staying active through marathons and Ironman competitions and engaging in weight training and CrossFit. He is also passionate about outdoor activities such as boating and fishing, playing pickleball, and driving sports cars. His family frequently travels, with Long Beach being one of their favorite destinations. Through his commitment to financial advising, philanthropy, and personal development, he continues to make a lasting impact in both his professional and personal life.

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