Savant Capital Management Team Members Earn CERTIFIED FINANCIAL PLANNER™ Certification

Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, announced today that Financial Planner Sobhi Baghdadi and Senior Investment Research Analyst Eamon Verdone earned the CERTIFIED FINANCIAL PLANNER™ professional certification.

The CFP® certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients.

 

Baghdadi joined Savant in 2017, is a member of the firm’s Planning Team, and helps prepare and deliver financial planning strategies to clients. He earned a Bachelor of Business Administration degree with an emphasis in finance from The American University of Beirut, Lebanon, and a Master of Business Administration degree from Rockford University.

Verdone joined Savant in 2014, is a member of the firm’s Investment Research Team, and is responsible for the due diligence of asset classes, fund managers, and individual funds and provides high-quality support for complex individual client needs. He earned his Bachelor of Science degree in finance from Northern Illinois University. Verdone also is a Chartered Financial Analyst® and a Chartered Alternative Investment Analyst.

 

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with over $6 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

 

Savant Capital Management is a Registered Investment Advisor. Past performance is no guarantee of future results. Rankings and/or recognition by Forbes and other unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain levels of results if Savant is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Savant by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared by the recognized adviser. Savant may purchase plaques or reprints to publicize rankings.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.

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.