Richard Ceffalio Jr. Male • United States of America

Richard Ceffalio Jr. is a financial advisor with more than 30 years of experience in wealth management and financial planning. As the founder of Providence Private Wealth, he built a firm committed to delivering personalized financial solutions, which later merged with Midwest Wealth Management in 2023. Now overseeing $800 million in assets, he has earned a place among the industry's top 10% of financial advisors. His dedication to his profession and leadership has been recognized with multiple accolades, including the Outstanding Achievement in Leadership award from Dreams for Kids.

Born on June 19, 1972, into an Italian-American family in Chicago, Illinois, he was raised with strong values emphasizing integrity, hard work, and commitment. Rich Ceffalio attended Notre Dame High School in Niles, Illinois, where he actively participated in academics and extracurricular activities. His interest in finance led him to DePaul University, where he majored in Finance and minored in Economics. This academic background provided the foundation for his long and successful career in financial services.

After completing his studies, he entered the financial industry and quickly realized his passion for helping individuals and families secure their financial futures. His approach focuses on understanding each client’s unique goals and creating customized strategies to help them achieve economic stability. Richard's dedication to transparency and trust has resulted in strong, lasting relationships with his clients.

In 2019, he founded Providence Private Wealth to offer specialized financial services tailored to individual client needs. The firm gained a strong reputation for its client-first 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 long-term economic success.

His contributions extend beyond financial advising. Rich Ceffalio was honored with the Outstanding Achievement in Leadership Award from Dreams for Kids, recognizing his leadership and commitment to community involvement. His philanthropic work includes serving on the boards of the National Kidney Foundation and the Columbian Club of Chicago, where he has supported health initiatives and local community programs.

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 leadership in the financial industry. His contributions to charitable organizations have also been recognized in interviews with Catholic Charities, further emphasizing his dedication to giving back to the community.

Outside of his professional responsibilities, he is actively involved in charitable work, supporting organizations such as Elevate Life Church, Toys for Tots, and the National Kidney Foundation. Rich Ceffalio's community service includes participating in food pantry initiatives, providing Thanksgiving meals for people experiencing homelessness, and contributing to 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 joined him in the financial sector, continuing the family’s legacy in wealth management. Outside work, he enjoys an active lifestyle, participating in marathons and Ironman competitions, weight training and CrossFit, and spending time outdoors boating and fishing. He also has a passion for 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 growth, he continues to make a lasting impact on his clients and his community.