Richard Ceffalio Jr.

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 played a key role in its development before leading its merger with Midwest Wealth Management in 2023. Now overseeing $800 million in assets, he has established himself among the top 10% of financial advisors nationwide. His dedication to his field has earned him several honors, including the Outstanding Achievement in Leadership award from Dreams for Kids.

Born into an Italian-American family in Chicago, Illinois, on June 19, 1972, he was raised with a strong sense of discipline and commitment. Rich Ceffalio attended Notre Dame High School in Niles, Illinois, where he actively participated in academic and extracurricular activities. His passion for finance and business led him to DePaul University, where he majored in Finance and minored in Economics. This educational foundation set the stage for his long and successful career in financial services.

After completing his education, he began his career in financial advising, recognizing the importance of personalized financial planning early. He built a practice centered on understanding his clients' unique financial situations and providing tailored solutions to help them secure their futures. His commitment to building strong client relationships based on trust and transparency has driven his success.

In 2019, he founded Providence Private Wealth to offer specialized financial services to meet individual client needs. The firm's reputation for excellence and personalized service led to its strategic merger with Midwest Wealth Management in 2023. This partnership expanded his ability to serve clients while managing a substantial asset portfolio of $800 million.

His accomplishments in financial advising have been widely recognized. Rich Ceffalio was honored with the Outstanding Achievement in Leadership Award from Dreams for Kids, acknowledging his leadership in his industry and the community. He has also served on the boards of the National Kidney Foundation and the Columbian Club of Chicago, supporting causes related to health and local outreach initiatives.