Nedeljko (Ned) Paunic, Cfp® Email & Phone Number

One thing’s for sure, life is constantly changing. You can breathe easy knowing that through these times (marriages, children, inheritances, employment updates, retirement plans, or estate planning needs) I’ll be there to advise, coach, and provide guidance so your financial goals can stay on track. I’ve been a financial security advisor since 2001 and feel so fortunate to have built a career around helping people reach their goals. Whether it’s implementing creative insurance solutions or providing solid investment advice – I truly enjoy building client relationships based on integrity, honesty, and trust. My independent firm works with a team of specialists we can ensure up-to-date strategies and resources to address your important concerns. I remain active in my profession with a Certified Financial Planner designation (recognized internationally for excellence in financial planning) and I’m also a 21 year member of Advocis (The Financial Advisors Association of Canada) I am also an active community member who (since 2008) is fortunate enough to work with 3rd year college students enrolled in the Finance stream of Business Administration program at St. Clair College in Windsor, Ontario. It is so rewarding to share knowledge and experiences with these young minds. When I’m not occupied with work or community projects, nothing makes me happier than spending time with family and friends…and if we add a bike ride and an espresso coffee, I’d consider it a perfect day. Specialties: - Holistic Financial Planning - Investments and Savings- Insurance- Retirement Planning - Estate Planning

Listed skills include Retirement Planning, Investment Strategies, Life Insurance, Investments, and 35 others.

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  University Of Kragujevac

  Economics