Craig Ruffolo
Sr. Wealth Advisor at CLA (CliftonLarsonAllen) | Peoria, Illinois, United States
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Craig Ruffolo serves as a Senior Wealth Advisor at CLA (CliftonLarsonAllen), where he leverages his extensive expertise in financial planning and investment advisory services to empower clients in achieving their financial aspirations. With a deep appreciation for the art and science of wealth management, Craig excels in a holistic approach that begins with listening to clients. He believes that understanding their unique goals and values is paramount to crafting personalized financial strategies.
At CLA, Craig collaborates with a diverse team of professionals, fostering a culture of teamwork that enhances the client experience. His key projects often revolve around comprehensive financial planning, where he educates clients on various planning strategies, investment tactics, and financial tools. This educational component is crucial, as it equips clients with the knowledge needed to make informed decisions about their financial futures.
Craig's expertise extends to asset allocation and charitable giving, where he guides clients in aligning their financial resources with their philanthropic goals. His proficiency in intercultural communication enables him to connect with a wide range of clients, ensuring that their diverse backgrounds and perspectives are respected and integrated into their financial plans.
In a rapidly changing financial landscape, Craig stays informed on current affairs and industry trends, which allows him to provide timely and relevant advice. His passion for management and client advocacy drives him to continuously seek innovative solutions that not only meet but exceed client expectations. Through his dedicated efforts, Craig Ruffolo embodies the mission of CLA, helping clients appreciate the art and science of life through effective financial planning.
Sr. Wealth Advisor at CLA (CliftonLarsonAllen) in March 2016 to Present
Principal at CLA (CliftonLarsonAllen) in November 2021 to Present
Certified Financial Plannerâ„¢ | Investment Advisor Rep. | Principal | COO | CFO | Compliance Officer at HFG, Inc. in November 1997 to April 2016
Registered Representative at Triad Advisors in July 2007 to March 2016
Banking Services Independent Contractor at EverBank in November 2007 to April 2015
Investment Adviser Representative | Registered Representative at Princor Financial Services Corp in January 2000 to June 2007
Business Case Design Specialist at Principal Financial Group in November 1997 to June 2007
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Financial Planning
Investment Advisory Services
Charitable Giving
Fact Finding
Asset Allocation
Comprehensive Financial Planning
Intercultural Communication
Current Affairs
Squirrels
Management
Leadership
Communication
Microsoft Office
Writing
Strategic Planning
Juggling
Operations Management
Regulatory Compliance
Ecclesiology
Small Business Management
Teaching
Analysis
Conceptual Modeling
Public Speaking
Microsoft Excel
Investments
Wealth Management
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Discover more about CLA (CliftonLarsonAllen)What is Craig Ruffolo email address?
Email Craig Ruffolo at [email protected]. This email is the most updated Craig Ruffolo email found in 2026.
What is Craig Ruffolo phone number?
Craig Ruffolo phone number is +13096766600.
How to contact Craig Ruffolo?
To contact Craig Ruffolo send an email to [email protected]. If you want to call Craig Ruffolo try calling on +13096766600.
What company does Craig Ruffolo work for?
Craig Ruffolo works for CLA (CliftonLarsonAllen)
What is Craig Ruffolo's role at CLA (CliftonLarsonAllen)?
Craig Ruffolo is Sr. Wealth Advisor
What industry does Craig Ruffolo work in?
Craig Ruffolo works in the Accounting industry.
Craig Ruffolo Email Addresses
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