Paul M. Bode
CFP®, CEPA, MBA
Financial Advisor
“Wealth is not determined by investment performance, but by investor behavior.” – Nick Murray
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Education &
Paul is a financial advisor in Savant’s St. Charles, IL office.
Paul specializes in serving 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. His goal is to help provide clarity and peace of mind to clients, especially during significant life transitions such as selling a business.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor (CEPA), Paul is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
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.
Paul earned a bachelor of science degree in business administration from Liberty University and a master of business administration (MBA) degree in finance from DePaul University.
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 is Samoa. He is a huge fan of the Chicago Bears.
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.