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 has been involved in the financial services industry since 2021. Prior to joining Savant, he completed two internships at a financial planning firm, where he developed a passion for helping clients pursue their financial goals.
Adin earned a bachelor of science degree in finance from Illinois State University. He is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, Adin enjoys playing golfing and spending time with family.
Education &
Designations
- Illinois State University
Bachelor of Science in Finance - CERTIFIED FINANCIAL PLANNERTM professional
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.