Anne Kraljic has been in the financial services industry for over 20 years. She began at a large broker dealer as a risk analyst and associate portfolio manager where she and her team managed over $20 Billion. In 2005, she began working with individual investors helping them meet their specific needs, wants and wishes as a financial advisor. She joined Vision Financial Services, in 2013 where she continues to work with families and business owners helping them meet their distinct goals. Anne works with a number of 401k and 403b plans and currently has over $400 Million in assets under advisement as of 05/01/2026.  

Anne earned a bachelor's degree in business administration with a concentration in finance and minors in economics and management information systems from the University of Delaware in Newark, Delaware, where she graduated cum laude. She holds the CERTIFIED FINANCIAL PLANNER^TM certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and also earned the Chartered Retirement Planning Counselor ^SM. Which allows her to focus specifically on retirement planning for her clients. Anne is a member of the Financial Planning Association and the Financial Services Institute.

Anne has extensive experience in investing, asset allocation modeling, hedging and diversifying concentrated stock strategies and liability management. She is a critical thinker with a deep understanding of the complex needs of investors. Anne finds it most rewarding to be an integral part of clients' decision-making process and helping them pursue their goals and missions.

Anne lives in Toms River, New Jersey, with her husband, Frank, and her children Alex and Lily. She teaches fitness classes at the OCYMCA, in her free time, and is a Certified Group Fitness Instructor. Anne is a past Lieutenant Governor of Kiwanis Division 4. She is a member of the board of directors for Caregiver Volunteers of Central Jersey, Ocean County College Foundation and 21Plus. She is also a past president of the Kiwanis Club of Toms River Daybreak and a member of St Joseph’s parish.

Anne ranked #10 in Forbes Best-In-State Women Wealth Advisors for New Jersey-South in 2026. In 2025 she was ranked #68 and in 2024 she was ranked #79 by AdvisorHub for Women Advisors to Watch. In 2023 she was the recipient of the Ocean County YMCA Red Triangle Award. Anne was awarded Woman of Distinction in 2012 by Caregiver Volunteers of Central Jersey. In 2009, Anne awarded a Young Altruistic Professional by the United Way. For the Forbes Best in State Women Wealth Advisors Award disclosure please click here.

The AdvisorHub Advisors to Watch rankings are created by AdvisorHub. Participation is open to all firms and advisors. 1,219 nominations were received and considered for the award. The Advisors to Watch ranking uses three main criteria in its methodology: 1) Scale: Assets Under Management, revenue/production, client households, team size and number of Financial Advisors on the team; 2) Growth: The year over change in assets, households, team size and production/revenue; 3) Professionalism – Regulatory record, community involvement, professional credentials, and team diversity. Advisors must meet the following minimum criteria: 7 years of experience as an advisor; a clean regulatory record (2 or fewer complaints with no significant judgments); at least two years at your current firm and in good standing; and minimum $100m AUM. The subcategories the advisors may qualify for include: 50 Advisors to Watch Over $1Bil, 50 Advisors to Watch Under $1Bil, 100 RIAs to Watch, 25 Women Advisors to Watch, 25 Next Gen Advisors, 100 Solo Practices and 200 Fast Growing Advisors to Watch. There is no sales requirement nor any client consultation for the award. The representative applied for the award but no fee was paid to be considered. Third-party rankings and recognitions are no guarantee of future investment success and do not sure that a retail investor will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.