Srbo Radisavljevic, CFP®
CERTIFIED FINANCIAL PLANNER™, Managing Principal
Srbo Radisavljevic, CFP® founded Strategic Edge Wealth Management, LLC, in 2008 with the resolve to identify and implement today’s most innovative financial planning and investment strategies. From January 2011 to July 2015 he served as Managing Principal of Edge Portfolio Management in Northbrook, Ill. He then reopened Strategic Edge Wealth Management, LLC. With more than 20 years of experience, Srbo passionately strives to achieve and maintain financial peace of mind for clients by providing holistic financial planning services, including retirement planning, estate planning, investment allocation, and alternative investments.
Prior to founding Strategic Edge Wealth Management, LLC, Srbo was a Vice President and Senior Account Executive of the Private Access Group at Fidelity Investments in Highland Park, Ill. While at Fidelity, he provided investment advice to high net worth clients with a combined investment value of approximately $1.7 billion. In this position he provided investment solutions through the use of mutual funds, separate account money management, private placement, fixed income, and alternative investments.
Srbo is a designated CERTIFIED FINANCIAL PLANNER™. He graduated from the University of Illinois with a Bachelor of Science in Economics and now lives in Norridge, IL, with his wife and their three children.
(Srbo’s name is pronounced: Ser-Bo Rah-dee-sah-yeh-vich)
Deborah Bogaert, CFP®
CERTIFIED FINANCIAL PLANNER™, Associate Advisor
Deborah Bogaert, CFP® pursued her long-standing interest in financial planning following a career in communications and marketing for a national non-profit. She completed a graduate certificate in financial planning at Northwestern University and subsequently became a CERTIFIED FINANCIAL PLANNER™ professional. She has been with Strategic Edge Wealth Management, LLC, since 2015.
Deborah believes strongly in taking a holistic approach, one that brings together both the analytics of planning and a deep understanding of what is most important to clients. She enjoys helping people see how they can maximize all the financial options available to them and find a path to financial peace of mind. She hopes to help clients get organized, gain clarity, and gain confidence.
She is a native Chicagoan and lifelong North Sider, aside from some time spent living in the Blue Ridge Mountains of Southwestern Virginia. She lives in the North Park neighborhood in Chicago with her wife, cat, and golden retriever, and has three young adult stepsons.
Deborah has a B.A. in Religious Studies from DePaul University, with an Economics minor; an M.S. in Journalism from Northwestern University, with a focus on financial reporting; and an M.A. in Theology from Catholic Theological Union.
