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
Finance & AccountingView LinkedIn profile

About Nev Kraguljevic

I am a growth-focused, deeply passionate, and versatile professional with strong ability…

Experience

  1. Financial Planner

    Guiding Wealth

    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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Nev Kraguljevic — Financial Planner at Guiding Wealth in Burlington, VT, US | Unifers