Richard Ceffalio Jr. is a financial advisor with over 30 years of experience in wealth management and financial planning. As the founder of Providence Private Wealth, he established a firm focused on delivering tailored financial solutions, which later merged with Midwest Wealth Management in 2023. Now overseeing $800 million in assets, he has consistently ranked among the industry's top 10% of financial advisors. His leadership and expertise have been recognized through numerous 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, Rich Ceffalio was raised strongly committed to hard work and integrity. He attended Notre Dame High School in Niles, Illinois, where he actively participated in academic and extracurricular activities. His passion for finance led him to DePaul University, where he majored in Finance and minored in Economics. This educational foundation provided the knowledge and skills necessary for a long and successful career in financial services.

After completing his studies, he entered the financial industry and quickly developed a passion for helping individuals and families achieve financial security. Richard's approach is centered on understanding each client’s specific needs and creating customized strategies to meet their goals. His dedication to transparency and client-focused service has led to long-term relationships built on trust and reliability.

In 2019, he founded Providence Private Wealth to offer specialized financial services that cater to individual client needs. The firm’s strong reputation for excellence led to its strategic merger with Midwest Wealth Management in 2023, expanding its reach while focusing on personalized financial guidance. Now managing $800 million in assets, he prioritizes financial security and long-term success for his clients.

His accomplishments extend beyond financial advising. Rich Ceffalio was honored with the Outstanding Achievement in Leadership Award from Dreams for Kids, recognizing his leadership and community service contributions. 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 efforts.

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, acknowledging his consistently high financial planning performance. His contributions to charitable organizations have also been recognized in interviews with Catholic Charities, further emphasizing his dedication to giving back to the community.

Rich Ceffalio supports various charitable organizations outside his professional responsibilities, including Elevate Life Church, Toys for Tots, and the National Kidney Foundation. His community involvement includes food pantry initiatives, Thanksgiving meal programs for people experiencing homelessness, and 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 meaningful impact in both his professional and personal life.