著者紹介を⾒る
Richard Ceffalio Jr. is a financial advisor with over 30 years of experience, specializing in wealth management and financial planning. As the founder of Providence Private Wealth, which merged with Midwest Wealth Management in 2023, Richard manages $800 million in assets and consistently ranks among the top 10% of advisors. He has earned recognition for his leadership, including the Outstanding Achievement in Leadership award from Dreams for Kids.