Srbo Radisavljevic, CFP®

Partner
847.849.5550

Srbo works with families, individuals and small businesses by providing financial planning services, including retirement planning, estate planning, investment allocation, and alternative investments, using a holistic approach. With over 20 years of experience, Srbo advises his clients on how to best navigate the markets, so they can protect, preserve, and build their wealth, in the most tax-efficient manner.

He was Managing Partner of Edge Portfolio Management in Northbrook, IL from January 2011 to July 2015, but then returned to managing Strategic Edge Wealth Management.

He served as 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. During this time, 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 PLANNER1. He graduated from the University of Illinois at Chicago with a Bachelor of Business Administration 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)

1. CERTIFIED FINANCIAL PLANNER ™ or CFP® certification is granted by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Candidates must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. To receive CFP® certification, candidates must complete a CFP Board Registered Program or hold an accepted designation, degree or license; pass the CFP® Certification Examination; and agree to be bound by CFP Board’s Standards of Professional Conduct. In addition, a CFP® professional must complete 30 hours of continuing education every two years. More information about CFP® certification is available at https://www.cfp.net.

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