555 S. Randall Road Suite 100 St. Charles , IL 60174

630.587.0193

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.

Education &
Designations

Illinois State University
Bachelor of Science in Finance
CERTIFIED FINANCIAL PLANNER® professional

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.

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