Adin’s Approach
Adin W. Ocasio
CFP®
Financial Advisor
Overview
Financial advisor Adin Ocasio helps individuals and families pursue their financial goals from Savant’s St. Charles, Illinois office. As a CERTIFIED FINANCIAL PLANNER® professional, he focuses on comprehensive financial planning, including wealth transfer, philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance evaluations, debt management, and education funding.
Adin entered the financial services field in 2021 after completing two internships at a financial planning firm. He earned a bachelor’s degree in finance from Illinois State University.
When he’s not working with clients, Adin enjoys golfing and spending time with his family.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
Education
- Illinois State University
Bachelor of Science in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.