Paul Bode, Cfp®, Cepa
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Paul Bode, Cfp®, Cepa Email & Phone Number

Empowering Entrepreneurs and Business Leaders to Gain Clarity and Control Over Their Financial Future | Fiduciary Financial Advisor at Savant Wealth Management | Family | Faith | Da Bears at Savant Wealth Management
Location: St Charles, Illinois, United States 5 work roles 3 schools
1 work email found @savantwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email p****@savantwealth.com
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Current company
Role
Empowering Entrepreneurs and Business Leaders to Gain Clarity and Control Over Their Financial Future | Fiduciary Financial Advisor at Savant Wealth Management | Family | Faith | Da Bears
Location
St Charles, Illinois, United States

Who is Paul Bode, Cfp®, Cepa? Overview

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Quick answer

Paul Bode, Cfp®, Cepa is listed as Empowering Entrepreneurs and Business Leaders to Gain Clarity and Control Over Their Financial Future | Fiduciary Financial Advisor at Savant Wealth Management | Family | Faith | Da Bears at Savant Wealth Management, based in St Charles, Illinois, United States. AeroLeads shows a work email signal at savantwealth.com and a matched LinkedIn profile for Paul Bode, Cfp®, Cepa.

Paul Bode, Cfp®, Cepa previously worked as Financial Advisor at Savant Wealth Management and Financial Advisor at Plante Moran Wealth Management. Paul Bode, Cfp®, Cepa holds Mba, Finance from Depaul University.

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Email format at Savant Wealth Management

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*@savantwealth.com
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AeroLeads found 1 current-domain work email signal for Paul Bode, Cfp®, Cepa. Compare company email patterns before reaching out.

Profile bio

About Paul Bode, Cfp®, Cepa

High-performance business owners and salespeople…you guys face a whirlwind of activities and responsibilities that don’t let up.You are constantly keeping a whole bunch of plates spinning, and none of them can be allowed to fall.You’re constantly juggling…💲 Generating more revenue - sales, upselling, client acquisition😁 Keeping customers happy👫 Staff needs - training, payroll, culture, rapport📊 Budgeting - taxes, professional and personal planning…and more.And just when you think you’re getting a break and are looking forward to relaxing, something new happens, and you’re right back into the hustle and grind. No matter how scaled up and out, no matter how long you’ve been doing it, growth-minded business owners and sales leaders live a life like none-other.🤷‍♂️ All your time goes to everyone but yourself, and you’re concerned you’ll never have a chance to take care of your own personal and professional planning……you’re concerned you’re behind in your finances, budgeting, and your goals.…you’re worried you won’t ever be able to retire.…you work harder than ever to compensate for lost time but nothing changes.But life doesn’t have to be that way.You can change all that…right NOW.I’ve been running my financial practice specifically for business owners and sales leaders for a decade. I draw on my years of experience and partner with clients to…➡️ Offload the pressure of having to do any personal or professional planning…➡️ At last feel relieved that you’re not just “catching up” on goals, but hitting or passing them.➡️ Finally have a clear, step-by-step, 123 and ABC, roadmap to a future that doesn’t involve you working every day, longer hours.➡️ Spend more time doing what you love the most.Even if only some of this applies to you, chances are we have a lot in common.I’d love the opportunity to connect with you and just have a conversation - no pressure.That isn’t my style. But it has to start somewhere.So connect with me here to finally seize control and take steps that will be so rewarding to you that “future you” will be thrilled with “today you.”Cheers!

Current workplace

Paul Bode, Cfp®, Cepa's current company

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Savant Wealth Management
Savant Wealth Management
Empowering Entrepreneurs and Business Leaders to Gain Clarity and Control Over Their Financial Future | Fiduciary Financial Advisor at Savant Wealth Management | Family | Faith | Da Bears
AeroLeads page
5 roles · 22 years

Paul Bode, Cfp®, Cepa work experience

A career timeline built from the work history available for this profile.

Financial Advisor

St. Petersburg, Florida, US

2013 - 2015 ~2 yrs

Institutional Fixed Income Advisor

Pma

Naperville, Illinois, US

2008 - 2013 ~5 yrs

Equity Research Analyst & Institutional Trader

Naperville, Illinois, US

2004 - 2008 ~4 yrs
3 education records

Paul Bode, Cfp®, Cepa education

Mba, Finance

Depaul University

Bachelor Of Business Administration, Finance

Liberty University

Education record

Wheaton North High School
FAQ

Frequently asked questions about Paul Bode, Cfp®, Cepa

Quick answers generated from the profile data available on this page.

What company does Paul Bode, Cfp®, Cepa work for?

Paul Bode, Cfp®, Cepa works for Savant Wealth Management.

What is Paul Bode, Cfp®, Cepa's role at Savant Wealth Management?

Paul Bode, Cfp®, Cepa is listed as Empowering Entrepreneurs and Business Leaders to Gain Clarity and Control Over Their Financial Future | Fiduciary Financial Advisor at Savant Wealth Management | Family | Faith | Da Bears at Savant Wealth Management.

What is Paul Bode, Cfp®, Cepa's email address?

AeroLeads has found 1 work email signal at @savantwealth.com for Paul Bode, Cfp®, Cepa at Savant Wealth Management.

Where is Paul Bode, Cfp®, Cepa based?

Paul Bode, Cfp®, Cepa is based in St Charles, Illinois, United States while working with Savant Wealth Management.

What companies has Paul Bode, Cfp®, Cepa worked for?

Paul Bode, Cfp®, Cepa has worked for Savant Wealth Management, Plante Moran Wealth Management, Raymond James, Pma, and Calamos Investments.

How can I contact Paul Bode, Cfp®, Cepa?

You can use AeroLeads to view verified contact signals for Paul Bode, Cfp®, Cepa at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Paul Bode, Cfp®, Cepa attend?

Paul Bode, Cfp®, Cepa holds Mba, Finance from Depaul University.

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