Paul’s Approach
Paul M. Bode
CFP®, CEPA®, MBA
Financial Advisor
Overview
Paul Bode serves as a financial advisor in our St. Charles, Illinois, office, where he focuses on helping business owners, executives, professionals, and retirees build comprehensive wealth management strategies. He guides clients through retirement and college planning, investment and risk management, and tax and charitable giving strategies, aiming to bring clarity and confidence to every stage of their financial lives.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor (CEPA), Paul supports clients preparing for major life transitions, including business sales. He works across retirement income planning, wealth transfer, philanthropy, estate and income tax strategies, insurance review, debt management, and education funding.
Paul joined the financial services industry in 2004. Before coming to Savant, he served as an advisor with a national registered investment advisory firm.
He earned a bachelor’s degree in business administration from Liberty University in Lynchburg, Virginia, and a Master of Business Administration (MBA) in finance from DePaul University in Chicago.
Paul and his wife, Lori, have two sons, Max and Jackson. He coaches youth sports, cheers from the sidelines at his children’s games, and enjoys traveling. Samoa remains his favorite destination, and he is an enthusiastic Chicago Bears fan.
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.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
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.
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.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
Education
- Liberty University
Bachelor of Science in Business Administration - DePaul University
Master of Business Administration (MBA) in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Exit Planning Advisor®
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.