190 Buckley Drive Rockford , IL 61107

815.227.0300

Rick Bender serves as a financial advisor in Savant’s Rockford, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional, he is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement income strategies, insurance evaluations, debt management, and education funding.

Rick draws on more than 30 years in the financial services industry. He began his career in 1992 and has guided individuals and businesses through asset protection, growth strategies, and retirement plan decisions. Before joining Savant, he worked as a vice president in the Institutional Trust and Custody Department of a major bank, where he oversaw investment management and retirement plan services.

His dedication to lifelong learning and education underscores his commitment to advanced planning strategies and client education. He is a Chartered Financial Consultant® (ChFC®), Certified Retirement Plan Specialist^SM (CRPS®), Life Underwriting Training Council Fellow (LUTCF®), and Chartered Life Underwriter® (CLU®).

He earned his bachelor’s degree in sports management with a minor in business administration from the University of Wisconsin–La Crosse.

Rick has been active in the Rockford and Janesville, Wisconsin, communities through YMCA programs, youth baseball, and CYO basketball. He enjoys sports, fitness, the outdoors, and traveling with his family.

Education &
Designations

University of Wisconsin–La Crosse
Bachelor of Science in Sports Management, minor in Business Administration
CERTIFIED FINANCIAL PLANNER® professional
Certified Retirement Plan Specialist^SM (CRPS®)
Life Underwriter Training Council Fellowship (LUTCF®)
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)

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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