Adin W. Ocasio

CFP®

Financial Advisor

Goals help you control the direction of change. I aspire to align families’ values with their financial goals.

555 S. Randall Road Suite 100 St. Charles, IL 60174
630.587.0193

Adin has been involved in the financial services industry since 2021. Prior to joining Savant, he completed two internships at a financial planning firm, where he developed a passion for helping clients pursue their financial goals.

Adin earned a bachelor of science degree in finance from Illinois State University. He is a CERTIFIED FINANCIAL PLANNER® professional. Outside of work, Adin enjoys playing golfing and spending time with 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® 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.