Nev Kraguljevic
Financial Planner Helping Small Biz Owners, Medical Professionals, and LGBTQ+ Families Thrive
- Role
- Financial Planner at Guiding Wealth
- Location
- Burlington, VT, US
- LinkedIn followers
- 500 followers
About Nev Kraguljevic
I am a growth-focused, deeply passionate, and versatile professional with strong ability…
Experience
Financial Planner
Oct 2023 — Present
As a Financial Planner with a CSLP designation and an MBA, my dedication lies in empowering individuals to achieve financial independence. I specialize in comprehensive full-engagement and one-time financial planning, with a particular passion for:• College Funding Planning: Equipping parents of college-bound students to tackle future education costs confidently.• Student Loan Repayment Options: Guiding college graduates, physicians, business owners, and professionals to identify optimal student loan repayment strategies.• FIRE Movement Planning: Tailoring financial strategies for those pursuing early retirement goals within the Financial Independence, Retire Early (FIRE) movement.I specialize in Parents of college-bound students College graduates with student loans 🩺 Physicians, especially NDs Business owners and professionals College faculty, staff, and administration LGBTQ+ folx First-generation immigrants & Naturalized citizens My approach is proactive, transparent, and empathetic. Clients deserve unbiased guidance and a trusted financial partner. With decades of diverse experience, including 25 years in higher education, 12 years in real estate investing, and a few years of business consulting for global entrepreneurs, I offer practical advice informed by personal financial independence. My ultimate goal is to empower my clients to achieve financial confidence and peace of mind, eliminating financial stress and reclaiming control over their financial lives. If you\'re ready to take control of your financial future and wish to learn more, visit our website at guidingwealth.com/one-time-plans or send me a direct message and let\'s talk.
Education
Clarkson University Graduate School
Master of Business Administration (M.B.A.), Business Administration and Management, General
2002 — 2005
University of North Alabama
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
1998 — 2001
Bryant University
Certificate, Financial Planning
2022 — 2023
Skills
- Diversity Training
- Diversity & Inclusion
- Coaching
- Cultural Diversity
- Entrepreneurship
- Leadership Development
- Staff Development
- Program Development
- Community Outreach
- Leadership
- Team Building
- Business Strategy
- Program Management
- Public Speaking
- Nonprofits
- Student Development
- Student Affairs
- Training
- Volunteer Management
- Higher Education
- Teaching
- Fundraising
- Event Planning
- Financial Strategy
- Creative Real Estate Investing
- Education
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