Rafaniello Financial Group

Rafaniello Financial Group 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 planni

ng, 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

Most people delay financial decisions for one reason.It feels complicated.So they wait.- Put it off- Avoid the conversat...
05/29/2026

Most people delay financial decisions for one reason.

It feels complicated.

So they wait.

- Put it off
- Avoid the conversation
- Plan to “figure it out later”

But most strategies are simpler than they seem once they’re explained clearly.

Book a 15-minute call with Peter Rafaniello CFP® and get clarity on your next step.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com


🇺🇸 Memorial Day is a time to reflect and remember.To honor those who served and made the ultimate sacrifice.To recognize...
05/25/2026

🇺🇸 Memorial Day is a time to reflect and remember.

To honor those who served and made the ultimate sacrifice.
To recognize the courage and commitment behind the freedoms we experience every day.

Today, we pause in gratitude.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Most wealth transitions don’t fail because of money.They fail because of confusion.- No communication- No clarity- No re...
05/19/2026

Most wealth transitions don’t fail because of money.

They fail because of confusion.

- No communication
- No clarity
- No relationship

That’s where problems start.

If you are part of the next generation, schedule a call with Peter Rafaniello CFP® and get clarity.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com


We’re excited to share that Rafaniello Financial Group has been selected as a finalist for Best of Putnam County! 🎉Durin...
05/18/2026

We’re excited to share that Rafaniello Financial Group has been selected as a finalist for Best of Putnam County! 🎉

During the nomination round, Rafaniello Financial Group was recognized as one of the top Investment Firms in Putnam County, and we’re incredibly grateful for the support from our clients, families, and community.

Now it’s time for the voting round, and we would truly appreciate your vote each day! Your continued support means more than you know.

Vote here: putnamsentinel.com/cr-dep-best-of/?event_token=90f3e1fa93ea0258

Thank you for trusting Peter Rafaniello CFP® and Rafaniello Financial Group to be part of your financial journey. 💙

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Engine update… 🔧👀The rocker arms and pushrods are officially in, and after last year’s setback, things are finally movin...
05/18/2026

Engine update… 🔧👀

The rocker arms and pushrods are officially in, and after last year’s setback, things are finally moving in the right direction again.

I’m learning there are apparently “important steps” to rebuilding an engine… and asking every 20 minutes if it’s done yet is not one of them 😅

Now I need to hear from you… what’s your favorite Pete car story or memory over the years? Drop it below 👇

“Are you working with a CFP® professional?”It’s not a trend. It’s a shift toward higher standards.People are starting to...
05/14/2026

“Are you working with a CFP® professional?”

It’s not a trend. It’s a shift toward higher standards.

People are starting to pay attention to who is guiding their financial decisions.

If you haven’t asked that question yet, schedule time with Peter Rafaniello CFP®.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com


Happy Mother’s Day 🌷Much of what keeps families steady never gets seen.- Planning ahead- Making thoughtful decisions- Cr...
05/10/2026

Happy Mother’s Day 🌷

Much of what keeps families steady never gets seen.

- Planning ahead
- Making thoughtful decisions
- Creating stability for others

Today is a reminder to recognize the role that care, preparation, and consistency play in both life and financial well-being.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com


Most people think they need more money before they talk to a financial advisor.They wait.- After the raise- After they s...
05/07/2026

Most people think they need more money before they talk to a financial advisor.

They wait.

- After the raise
- After they save more
- After things “settle down”

That’s usually when they fall behind.

Starting early isn’t about having money. It’s about having direction.

Schedule a quick 15-minute call with Peter and get pointed in the right direction.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com


Life moves fast. Is your financial plan keeping up?A lot can change in a year. Taking just 15 minutes to review your goa...
05/04/2026

Life moves fast. Is your financial plan keeping up?

A lot can change in a year. Taking just 15 minutes to review your goals ensures your investments are still working as hard as you are. Whether it's a new milestone or a shift in the market, a quick check-in provides the confidence you need to stay on track.

Schedule a review with Peter Rafaniello, CFP® today!

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

May is Small Business Month. A time to recognize the people building something from the ground up.Running a business tak...
05/01/2026

May is Small Business Month. A time to recognize the people building something from the ground up.

Running a business takes vision, discipline, and a lot of moving pieces. Your financial plan should support that, not add more stress.

Schedule a quick 15-minute call with Peter and start building a strategy that grows with you.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Introducing your family to your financial strategy and your advisor today ensures everyone understands the plan and your...
04/27/2026

Introducing your family to your financial strategy and your advisor today ensures everyone understands the plan and your wishes.

Peter Rafaniello, CFP® makes it easy to protect what matters most: your family, your legacy, and your peace of mind.

Take 15 minutes this month to schedule a family planning conversation and rest easy knowing your loved ones are prepared.

🌐 rafaniellofinancialgroup.com
📞 419-532-3608

Address

Kalida, OH
45853

Telephone

+14195323608

Website

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