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Savant - Wise Counsel June 10, 2025

Savant Wealth Management Names Ahmed Hassanein to CFO Position

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced the appointment of Ahmed Hassanein, CPA, as its chief financial officer (CFO). Hassanein, with over 30 years of experience in the financial services industry, joins Savant from Los Angeles-based Signature Estate & Investment Advisors, where he has served as CFO for the past two years.
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Press Release
Savant - Wise Counsel June 27, 2025

Financial Advisor Brent Kalka Joins Savant Wealth Management

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced that Brent Kalka, CFP®, AIF®, CPFA®, has joined the firm as a financial advisor and member-owner. Kalka brings $110.9 million in assets under management (AUM), and will be based in Savant’s Lincolnshire, IL, office.
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Media Mention
Savant - Wise Counsel June 3, 2025

Accounting Today: The 2025 Billion-Dollar Wealth Magnets

For the third year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 19th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms. Savant did not pay to participate in the ranking.
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