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Daryl R. Dagit

CFP®, CRPS®, CEP®

Financial Advisor / Market Manager / Member Owner

Being a fiduciary and being able to bring a team of professionals to the table to solve my clients’ problems are what brought me to Savant. What keeps me here is the integrity of the firm and commitment to help others.

7308 N. Willow Lake Court Peoria, IL 61614
309.693.0300

Daryl has been involved with financial planning and asset management since 1986. Prior to joining Savant, he was a financial advisor with a national investment group for 18 years. He also held positions as a branch manager, regional training manager, and district manager. During his tenure he supervised nine managers and 34 employees throughout Illinois and was recognized with numerous company awards and citations for his superior performance.

Daryl earned a bachelor of science degree in finance from Illinois State University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Plans SpecialistSM (CRPS®), and a Certified Estate Planner™ (CEP®). Daryl is a member of the National Association of Personal Financial Advisors, the Estate Planning Council of Central Illinois, and the Financial Planning Association. He is the treasurer for St. John’s Church in Pekin and for the Peoria Symphony Orchestra, a board member for the ISU College of Business Institute for Financial Planning and Analysis, board member for the Concordia Planning Services, and a mayor-appointed member of the Pekin Planning Committee.

Daryl and his wife Laura have three children. He enjoys boating, golfing, gardening, woodworking, and sporting clay shooting.

Education &
Designations

  • Illinois State University
    Bachelor of Science in Finance
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Plans SpecialistSM (CRPS®)
  • Certified Estate Planner™ (CEP®)

Affiliations &
Community Service

  • National Association of Personal Financial Advisors (NAPFA) – member
  • Estate Planning Council of Central Illinois – member
  • Financial Planning Association – member
  • St. John’s Church, Pekin – treasurer
  • Peoria Symphony Orchestra – treasurer
  • ISU College of Business Institute for Financial Planning and Analysis – board member
  • Concordia Planning Services – board member
  • Pekin Planning Committee – mayor-appointed member

The CEP® (CERTIFIED ESTATE PLANNER™) is a trademark registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. This certification mark is awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.