Craig J. Ruffolo, CFP<sup>&reg;</sup> - Financial Advisor

Craig J. Ruffolo, CFP®

AAMS, AIF

Principal - Private Client Services

CLA Wealth Advisors

301 SW Adams Street, Suite 1000
Peoria, IL 61602
+ 1 More Location

CLA Wealth Advisors

522 Hamptons Cove
Peoria, IL 61607
FINANCIAL ADVISOR'S WEBSITE
(309) 495-8804
+1 More Number
(309) 697-5990
CONNECT WITH Craig
  • linkedin link
  • youtube link

General

Craig Ruffolo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CLA Wealth Advisors in Peoria, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Asset Management Specialist (AAMS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

 


FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth

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