Paul M. Bode
Paul has been involved in the financial services industry since 2004. Prior to joining Savant, he was an advisor for a national registered investment advisory firm where he served business owners, executives, professionals, and retirees with holistic wealth management strategies including retirement and college planning, investment and risk management, and tax and charitable giving strategies. He also served as a Social Security planning subject matter expert for the firm. He is passionate about bringing clarity and peace of mind to clients, especially during periods of market volatility and significant life transitions.
Paul earned a bachelor of science degree in business administration from Liberty University and a master of business administration degree in finance from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Paul and his wife Lori have two sons, Max and Jackson. He volunteers as a youth sports coach and enjoys watching his children participate in their many sporting activities. Paul enjoys traveling, and his favorite place that he has visited in Samoa. He is a huge fan of the Chicago Bears.
“Wealth is not determined by investment performance, but by investor behavior.” – Nick Murray
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.