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Rafaniello Financial Group

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United States
Kalida, OH
Rafaniello Financial Group

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With 25+ years of experience.

Bridging Today & Tomorrow |
Led by Certified Financial Planner™ Peter Rafaniello, we help clients organize, grow, and protect their wealth through personalized planning, retirement strategies, investments, and tax planning. Bridging Today & Tomorrow

Led by Certified Financial Planner™ Peter Rafaniello, we help clients organize, grow, and protect their wealth through personalized financial planning, retirement strategies, investment management, tax planning, and more. With over 25 years of experience and a fiduciary commitment to putting your best interests first, we take a clear, relationship-driven approach to help you live confidently today while planning for tomorrow.

📍 Serving clients in the Kalida, Ohio area and nationwide

10/27/2026

Meet Our Client Relationship Associate, Chantelle Brown!
(Be sure to pop by our Rafaniello Financial Group - Ribbon Cutting & Open House on November 6th to say hi!)

"I am thrilled to join Rafaniello Financial Group as your Client Relationship Associate! With more than five years of experience in administrative efficiency and client support, along with two years of experience as a financial partner, I am passionate about building meaningful relationships and providing dependable, personalized service. I believe trust is the foundation of every successful financial relationship, and I look forward to helping make each client’s experience with Rafaniello Financial Group a positive one.

Outside of work, my favorite place to be is surrounded by family. My husband, Drew, and I are blessed with four children: Jude, Rhaegan, Reed, and Libby. We are also fortunate to have a wonderful daughter-in-law, Kayla, and an amazing grandson, Hudson, who is the most amazing addition to our family. We call Oakwood home, where life is always lively with our Basset Hounds keeping us entertained.

I love traveling and making memories with my family, whether we’re relaxing on a sunny beach or spending a day at the ballpark. I’m a proud Chicago Cubs fan, while my husband roots for the Cincinnati Reds! Giving back to the community is also important to me, especially through youth sports. I’ve had the privilege of coaching more than 20 baseball, softball, and volleyball teams, including my son’s baseball team.

Above all, I value the personal connections that make what we do so meaningful. I look forward to getting to know our clients, building lasting relationships, and helping make you feel welcome and supported at Rafaniello Financial Group."

-Chantelle Brown, Client Relationship Associate

10/26/2026

Life changes, and different stages bring different financial questions.💭

Maybe you're:
• Starting to think seriously about retirement
• Planning for your child's education
• Reviewing your insurance coverage
• Changing jobs or navigating employer benefits
• Getting married or growing your family
• Helping aging parents plan for what's next

You don't have to know which financial service you need before reaching out.

Start by exploring our website to see how Rafaniello Financial Group can help at different stages of life.

Then, when you're ready, schedule a time to sit down with Peter.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

10/22/2026

You don't need to show up with a perfect financial plan.

You don't even need to know exactly what questions to ask.

Your first conversation with Peter is about getting to know:
• Where you are today
• What's important to you
• What questions you have
• What you'd like your future to look like

Financial planning starts with a conversation, not a certain account balance.

And now, there's a brand-new place to have it.

Visit our website to learn more about Rafaniello Financial Group and schedule a time to meet with Peter at our new Kalida office.

📍 200 E N, Kalida, OH 45853
📞 419-532-3608
🌐 rafaniellofinancialgroup.com

10/19/2026

Getting insurance isn't necessarily a “set it and forget it” decision.🛡️

Think about how much can change in just a few years:
• You get married
• Your family grows
• You buy a home
• Your income changes
• You change careers

As your life changes, your coverage needs may change too.

Insurance guidance is one part of looking at your complete financial picture and making sure your strategy still reflects where you are today.

Visit our website to learn more about our insurance guidance services and how they can fit into your financial plan.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

10/15/2026

If college is still 10 years away for your kiddo, planning for it probably doesn't feel urgent.

However, now's actually a good time to start.🎓

Education planning can help families think ahead about future costs, savings strategies, and how college fits alongside other financial priorities.

You don't have to figure it all out at once. Starting the conversation early gives you more time to build a strategy and adjust along the way.

Visit our website to learn more about Education Planning and how Peter can help your family prepare.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

10/12/2026

You planned the wedding. You said “I do.” Now there are a few less exciting things worth putting on the newlywed checklist.💍

Marriage is a good time to review:
• Beneficiary designations
• Life insurance
• Employer benefits
• Retirement accounts
• Your shared financial goals

You don't have to have your entire financial future figured out as newlyweds. But you should start talking about it.

Recently married? Schedule a conversation with Peter and start building a financial plan for the life you're building together.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

10/07/2026

Preparation isn’t just part of financial planning.🔥

At Rafaniello Financial Group, we talk a lot about planning ahead for the unexpected. During Fire Prevention Week, that same mindset applies at home.

Take a few minutes this week to:
• Test your smoke alarms
• Review your family’s escape plan
• Choose a designated meeting place
• Make sure important financial and personal documents are stored securely and can be accessed if needed

We plan ahead financially because we can’t predict everything life will bring. Preparing your household for an emergency follows the same principle.

A little planning now can make a difficult situation easier to navigate later.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

10/05/2026

🎉 Today is the day… THE SIGNAGE IS UP!!

Seeing the Rafaniello Financial Group name officially on our new building marks a huge milestone for us, and we couldn’t be happier with how it turned out. Great work, Fultz Sign Company and Red Tornado Collective 2.0!!

There have been a lot of steps along the way to making this new space feel like home, but this one makes it feel especially official.

We’re so excited for this next chapter in Kalida and can’t wait to welcome you through the doors!

📍 200 E N St, Kalida, OH 45853

And of course… what do you think of the new look?! 👇

09/28/2026

Well, had an exciting day Sunday as I was given the key to our new office and had the reception area sign delivered!! Will be moving our things through out the week with a target first day in the office of October 5th!! We are so blessed with so many awesome and loyal clients. Without them, none of this would be possible so THANK YOU to each and every one of you all!!

09/25/2026

You don't need to know exactly what the next 30 years will look like before you start planning for them.🌱

Your life is going to change...

-New job
-Marriage
-First home
-Kids
-Raises
-Career changes
-Aging parents

Your financial plan should change right along with you.

Starting isn't about having every answer. It's about having someone to help you navigate the questions as they come.

Start building that relationship now. Schedule a 15-minute conversation with Peter Rafaniello, CFP®.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Address

Kalida, OH
45853

Telephone

+14195323608

Website

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