Jerry S. Korabik

CFP®, CRPS®, AIFA®

555 S. Randall Road Suite 100 St. Charles, IL 60174
630.587.0193
190 Buckley Drive Rockford, IL 61107
815.227.0300

Jerry advises individual clients as well as retirement plans and not-for-profit organizations. He has been involved in the financial services industry since 1991. Prior to joining Savant, Jerry was vice president of the Financial Communications Group at Ibbotson Associates in Chicago, where he was responsible for the development, sales, and delivery of analytical and presentation tools that focused on asset allocation, mutual fund selection, disbursement planning, wealth forecasting, and other financial planning techniques. Jerry trained thousands of financial professionals worldwide each year. Before that, he was a senior manager in the Financial Planning Solutions Group at PricewaterhouseCoopers, LLP and a retirement specialist at Arthur Andersen, LLP.

Jerry earned a bachelor of science degree in finance from the University of Illinois at Urbana-Champaign. He is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary Analyst® (AIFA®), and a Chartered Retirement Plans SpecialistSM (CRPS®). He is frequently quoted in a variety of national publications. Jerry and his wife Stefanie have three children. He enjoys sports and outdoor activities with his family.


Education &
Designations

  • University of Illinois at Urbana-Champaign
    Bachelor of Science in Finance
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary Analyst® (AIFA®)
  • Chartered Retirement Plans SpecialistSM (CRPS®)

 

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.