Adin W. Ocasio
CFP®
Financial Advisor
Goals help you control the direction of change. I aspire to align families’ values with their financial goals.
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Education &
Adin is a financial advisor in Savant’s St. Charles, IL office. He has a passion for helping clients pursue their financial goals.
As a CERTIFIED FINANCIAL PLANNER® professional, Adin is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Adin has been involved in the financial services industry since 2021. Prior to joining Savant, he completed two internships at a financial planning firm.
Adin earned a bachelor of science degree in finance from Illinois State University. Outside of work, he enjoys playing golfing and spending time with family.
Education &
Designations
- Illinois State University
Bachelor of Science in Finance - CERTIFIED FINANCIAL PLANNER® professional
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.