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

630.587.0193

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.

Education &
Designations

Liberty University
Bachelor of Science in Business Administration
DePaul University
Master of Business Administration (MBA) in Finance
CERTIFIED FINANCIAL PLANNER® professional
Certified Exit Planning Advisor (CEPA)

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.

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