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Nev Kraguljevic, MBA, CSLP

Helping Small Biz Owners, Medical Professionals, and LGBTQ+ Families Thrive

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Elephant Corner Financial Nev Kraguljevic, MBA, CSLP
Shelburne, VT

Serving Clients Nationwide

Helping Small Biz Owners, Medical Professionals, and LGBTQ+ Families Thrive

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Getting out of Debt
  • Insurance
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Nev Kraguljevic, MBA, CSLP

Nev Kraguljevic is an immigrant to the United States, hailing from a middle-class family in Eastern Europe. With determination and resilience, he pursued a career in higher education, overseeing student housing for nearly 25 years. In his role, Nev was not only responsible for financial analysis, projections and forecasts, but also for fostering values of education, equity, diversity and social justice.

With an MBA in hand, Nev ventured into the world, seeking to secure his own financial future. His path was not without its challenges and hardships. For many years, Nev lived paycheck to paycheck and spiraled into severe debt, losing everything in the 2008 financial crisis. This was the turning point that led him to a deep exploration and study of personal finance space. Hitting rock bottom, he made a decision to make life-long and drastic life changes. He tested every theory and strategies he could find. He developed his own methodologies and emerged from this period with valuable lessons, experience, and a newfound financial wisdom and passion.

Nev learned the importance of saving, making informed debt management decisions, and intelligent investing. But mostly, Nev learned about the utmost importance of financial literacy and education. At the age of 37 Nev became financially independent and able to retire. Uncertain which path to take next and not an idle mind, Nev continued working in higher education while taking a deep dive into his life's calling. Fueled by his passion for financial health and desire to be of service, he embarked on a mission to educate and empower others, eventually feeling a higher calling: to pursue a career in financial planning.

With that in mind, Nev went back to school, to receive a Financial Planning Certificate, a required education towards becoming a Certified Financial Planner, and Series 65, all in the aspiration to provide the absolute best service to his clients.

After 25 years in higher education, Nev retired and is now fully focused on being a financial planner to his clients.

Nev works with individuals and families, business owners and entrepreneurs. He has served as a blockchain specialist and financial consultant for many start-ups and small to medium size businesses, helping them gain greater clarity and profitability. Committed to giving back, he volunteers with local and national non-profits, offering pro-bono financial assistance and teaching financial literacy courses. As a published author and speaker Nev brings a wealth of knowledge and deep sense of purpose to Elephant Corner Financial.

Professional Designations

  • Certified Student Loan Professional (CSLP)
  • Master of Business Administration (MBA)

Primary Location

145 Pine Haven Shores, Suite 1000-101, Shelburne, VT 05482

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Elephant Corner Financial

Elephant Corner Financial is an independent, fee-only fiduciary financial planning & wealth management firm, serving clients in Vermont and across the U.S. We help entrepreneurs, medical professionals, and their families make informed decisions about their finances.

We take a comprehensive, holistic approach to financial planning, integrating education, thoughtful guidance, and open conversation, without judgement. Our role is to act as a partner in helping you align your financial strategies with your values and goals.

▪️ Organize and simplify your financial life

▪️ Explore strategies to keep more of what you earn

▪️ Plan responsibly for education, retirement, future goals, or legacy needs

▪️ Work with a planner who acts in your best interest

At Elephant Corner Financial, we believe in the transformative power of financial empowerment through inquisitive conversation, careful planning, and ongoing client support and education.

We are a unique financial planning, wealth management, and education company focused on a holistic approach for our clients. We take our role seriously bringing creativity and passion to our work. Our main goal is your success and satisfaction. Let us help you think differently about money and wealth and tackle the financial elephant head-on!

Elephant Mission

At Elephant Corner Financial, we are passionate about helping individuals and families design better financial lives.

Our mission is clear: to empower and educate, providing custom-built timely solutions in order to accumulate, preserve and pass on wealth. We leverage a comprehensive array of financial products and strategies to help our clients achieve their goals.

Elephant Vision

We are dedicated to empowering all humans and truly enjoy working with traditionally marginalized identities. Your unique financial journey deserves specialized guidance and we are here to provide it.

At Elephant Corner Financial, we don't just offer financial services; we offer a path to financial freedom and financial health. Join us in taking control of your financial future and charting a course toward lasting prosperity.

Elephant Cornerstones

✔️ Empowerment & Education

We empower individuals to take control of their finances and make informed decisions. Education is at the core of our mission and we believe that by educating individuals and families, we can help them achieve greater financial success for a brighter tomorrow.

✔️ Integrity & Inclusivity

We uphold the highest standards of integrity and always act in the best interest of our clients. We embrace diversity and inclusivity, providing tailored financial guidance that respects and celebrates your unique financial journey.

✔️ Holistic Approach & Service

We take a holistic approach to financial matters, addressing all aspects of your financial well-being. We are actively involved in the community and believe in giving back by offering our services pro-bono through non-profits.

Education

Bachelors in Business Administration, University of North Alabama | Masters in Business Administration, Graduate College of Union University

Hobbies and Interests

  • Family
  • Volunteering

SEC Lookup

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Who We Serve

  • Business Owners
  • Corporate Executives
  • Dentists
  • Dual Income Family
  • Educators
  • Entrepreneurs
  • Healthcare Professionals
  • Immigrants
  • LGBTQ
  • LGBTQ Couples
  • Living in Retirement
  • Physicians

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.