Retirement Advisor - City Center Financial
Danielle is a Retirement Advisor at City Center Financial. Danielle is a former mathematics teacher and enjoys City Center's analytical and scientific approach to the world of retirement planning and investing.
Danielle is a Chartered Retirement Planning Counselor (CRPC®) which assists her in providing research tested retirement planning tools and resources to her clients. Additionally, Danielle holds a certificate as a National Social Security Advisor (NSSA®) and is also series 65 licensed, held at City Center Advisors, LLC, which holds her to a standard of fiduciary responsibility.
Danielle has a Masters Degree from the University of Michigan. Having been born and raised in the Detroit metro, Danielle is proud to continue to serve it as retirement planning advisor with City Center Financial.
Danielle Serlin- CRPC®, NSSA®
The Chartered Retirement Planning Counselor℠ or CRPC® Professional Designation
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
The College for Financial Planning, Inc., is accredited by the Higher Learning Commission (HLC) and is a member of the North Central Association (NCA).
The College for Financial Planning has been authorized by the Colorado Commission on Higher Education (CCHE) to offer instruction for and to grant the Master of Science (MS) and Master of Science in Finance (MSF) degrees.
The North American Securities Administrators Association (NASAA) and numerous states have enacted regulations or legislation dealing with the use of “senior” designations used by financial planning practitioners, to separate designations that have credible requirements and academic rigor from those that have less stringent or no requirements.
The National Social Security Advisor℠ or NSSA® Certification
Earners of the National Social Security Advisor Certificate have demonstrated the required knowledge necessary to assist clients in reviewing the many options that are available when receiving Social Security benefits as well as provide objective and unbiased Social Security education to the public. These earners are professional advisors who advise clients, colleagues, and others on the Social Security program and related benefits for adults aged 60-70.
FINRA recognizes the use of the NSSA Designation requiring 8 hours of course study, a proctored exam, and a 16 hour continuing education requirement every 2 years to stay current on Social Security issues and regulation changes.