Richard Ceffalio Jr.

About Richard Ceffalio Jr.

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.

Rich Ceffalio Jr. was born to an Italian-American family in Chicago, Illinois, on June 19, 1972. He attended Notre Dame High School in Niles, Illinois, where he was an active student and participated in extracurricular activities. After graduating high school, Richard pursued his passion for business and finance by attending DePaul University in Chicago. At DePaul, he majored in Finance and minored in Economics, which set the stage for his future career in the financial services industry.

Richard’s career in the financial services industry spans over 30 years. After completing his education, he entered the world of finance and soon realized that helping individuals plan for their financial futures was his true calling. Over the years, he has worked with many clients, helping them achieve their financial goals and manage their wealth.

Richard’s client-first approach has been one of the key factors behind his success. He takes pride in learning about each client’s needs, offering personalized advice, and guiding them in planning for their short- and long-term futures. He has built strong, lasting relationships based on trust and transparency, which has led to many of his clients returning for his services over the years.

Since 2012, Rich has consistently ranked in the top 10 percent of all financial advisors. In 2019, he made a bold move by starting Providence Private Wealth, a firm focused on offering personalized financial services. In 2023, Providence Private Wealth merged with Midwest Wealth Management, further expanding Richard’s influence in the industry. As of now, Richard manages an impressive $800 million in assets, solidifying his status as one of the top financial advisors in the country.