Srdana Pokrajac, CFA, CFP®

Money is deeply personal — and I've built my entire practice around that belief.

As the founder of Realign Wealth, I help people who are ready to take control of their financial lives — not by handing them a rigid plan, but by first understanding who they are. My work begins with curiosity: exploring a client's values, habits, and relationship with money before ever talking about numbers. From there, I help clients realign their financial behavior with the life they actually want to live.

I bring both technical rigor and genuine human insight to my work. I hold the CFA and CFP® designations, and have deepened my practice through the Registered Life Planner® (RLP®) program (Kinder Institute for Life Planning) and additional coaching training — because I believe that lasting financial change isn't just about spreadsheets. It's about clarity, confidence, and feeling like you are in charge of your money, not the other way around.

With five years in financial services and three years dedicated to financial planning, I founded Realign Wealth out of a genuine curiosity about people's relationship with money — and a desire to make personal finance feel less intimidating and more empowering for anyone who is ready to start building a secure financial future on their own terms.

Based in New York City, I can often be found exploring and discovering new neighborhoods, at the gym, or lost in a good book.

i believe financial planning is about more than numbers—it’s about creating a life aligned with your values, goals, and long-term vision.