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 dedicated to providing personalized financial strategies, which later merged with Midwest Wealth Management in 2023. Now managing $800 million in assets, he has earned recognition among the industry's top 10% of financial advisors. His leadership and expertise have been acknowledged 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 hard work, dedication, and integrity. He attended Notre Dame High School in Niles, Illinois, where he was actively involved in academics and extracurricular activities. His interest in finance led him to DePaul University, where he majored in Finance and minored in Economics. This educational background provided the foundation for his long and successful career in financial services.

After completing his studies, he entered the financial industry and quickly discovered his passion for helping individuals and families secure their financial futures. His approach focuses on understanding clients' financial goals and developing customized strategies to meet their needs. His dedication to transparency and trust has resulted in long-lasting relationships with his clients, many of whom have continued to work with him for years.

In 2019, he founded Providence Private Wealth to offer specialized financial services tailored to individual client needs. The firm built a strong reputation for its client-focused approach, which led to a strategic merger with Midwest Wealth Management in 2023. This expansion allowed him to provide high-quality financial guidance while managing an extensive portfolio. Now overseeing $800 million in assets, he remains committed to helping clients achieve economic stability and long-term success.

His contributions extend beyond financial advising. He was honored with the Outstanding Achievement in Leadership Award from Dreams for Kids, recognizing his dedication to leadership and 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 professional expertise has also earned national recognition. 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 industry leadership. His contributions to charitable organizations have also been highlighted in interviews with Catholic Charities, showcasing his dedication to philanthropy.

Richard Allen Ceffalio, Jr resides in Illinois with his wife and three children. His oldest son has followed in his footsteps, joining him in the financial sector and 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 dedication to financial advising, philanthropy, and personal growth, he continues to make a meaningful impact on both his clients and his community.