Sobhi Baghdadi
MBA, CFP®

Financial Advisor

Sobhi has been involved in the financial services industry since 2015. Before transitioning to his current role, he was a financial planner for Savant, where he worked with the advisors to prepare and deliver financial planning strategies to clients. Prior to joining Savant, he worked as a financial advisor associate for a local financial planning firm.

Sobhi earned a bachelor of business administration degree with an emphasis in finance from The American University of Beirut, Lebanon, and a master of business administration degree from Rockford University. He earned a certificate in financial planning from Northwestern University School of Professional Studies and is a CERTIFIED FINANCIAL PLANNER™ professional. He serves on the Rosecrance Chicago Foundation Board.

On a mission to meet new people and learn about different cultures, Sobhi still has South America, Australia, and Antarctica to check off his world continents list. He enjoys listening to autobiography audio books and watching comedies. His sacred daily routine starts with a 5 a.m. weightlifting workout followed by a 10-minute FaceTime with his family. He speaks Arabic, French, and a little bit of Hebrew.

When people approach me for financial guidance, they enter a judgment-free and peaceful space. I believe that everyone knows their life plan deep in their heart and my job is to let them listen to their inner guidance and then provide them with wise counsel. I will always strive to be my clients' financial health personal trainer.

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.