Nev Kraguljevic, MBA, CSLP® (https://www.linkedin.com/in/nevkraguljevic/) is a Serbian-born financial planner at Elephant Corner Financial who spent 25 years inside higher-ed before pivoting to personal finance. Today Nev combines deep knowledge of student-loan rules, small-business cash flow, and inclusive planning to help medical-practice owners, immigrants, and LGBTQ+ families convert six-figure debt into long-term wealth.

In this episode, Chris and Nev explore:

• 1-From higher-ed career to fee-only planning pivot

  2- Student-loan strategies for medical small-biz owners

  3-“Value-first” sales method that makes prospects ask to sign

  4-Serving LGBTQ+, immigrants & first-gen wealth builders

Connect with Nev:
Website: https://www.elephantcornerfinancial.com/

https://guidingwealth.com/nev-kraguljevic/
LinkedIn: https://www.linkedin.com/in/nevkraguljevic/

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DISCLAIMER
This content is provided by Chris Brodhead and Ultra High Net Worth Clients podcast (“UHNWC”) for general informational and educational purposes only. Nothing contained herein is, or should be construed as, individualized investment, legal, tax, accounting, or other professional advice, and it is not an offer to buy or sell—or a solicitation of an offer to buy or sell—any securities, financial instruments, or other investments. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results; historical returns, expected returns, or projections may not reflect actual future performance. Before making any financial decisions, you should conduct your own due diligence and consult a qualified professional who understands your specific situation, objectives, and risk tolerance. UHNWC, its hosts, guests, and associated entities expressly disclaim all liability for any direct or indirect loss or damage incurred by any person who relies on the information presented.