Paul M. Bode


Financial Advisor

“Wealth is not determined by investment performance, but by investor behavior.” – Nick Murray

555 S. Randall Road Suite 100 St. Charles, IL 60174

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 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.

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 and a Certified Exit Planning Advisor (CEPA).

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 &

  • Liberty University
    Bachelor of Science in Business Administration
  • DePaul University
    MBA in Finance
  • Certified Exit Planning Advisor (CEPA)

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.