Sobhi is a financial advisor in Savant’s St. Charles, IL office and a member of the Advisory Team. He is responsible for managing all aspects of the financial planning and investment process for Savant's clients. He routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.
Sobhi has been involved in the financial services industry since 2015. Before transitioning to his current role, he was a financial planner for Savant, where he worked with the Advisory Team to prepare and deliver financial planning strategies to clients. Prior to joining Savant, he worked as a financial advisor associate for a local financial planning firm.
Sobhi 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. He is a CERTIFIED FINANCIAL PLANNER™ professional, and he completed this program through Northwestern University School of Professional Studies. He is fluent in Arabic and French.
Sobhi joined Team Savant in March 2017.
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.