Bio
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.
Prior to joining KRD Wealth Management, Srbo founded Strategic Edge Wealth Management, LLC in 2008. 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 PLANNER®1. 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)
