Retirement Advisor - City Center Financial
Danielle’s years working in business management and math education gave her a strong foundation, when she was inspired to join the financial industry in 2017. She was drawn to the value City Center Financial LLC places on professional ethics, commitment to on-going personal/professional improvement, stewardship of the community, and – especially - the firm’s analytical and scientific approach to superior retirement planning and investing.
Danielle approaches her work with a holistic view to coordinate all parts of a person’s financial plan in the most favorable way. Integrating asset management with savings accumulation, Social Security decisions, income generation, tax planning, and estate issues, is how she helps clients turn retirement goals into life-long reality. She deeply believes in her role as a fiduciary. You can be certain she will avoid conflicts of interest, operate with full transparency, and always do what is in the best interest of her clients.
She has earned Bachelor of Business Administration, Bachelor of Science, and Master of Arts degrees from the University of Michigan. In addition to being NSSA® Certified, Danielle is a Chartered Retirement Planning CounselorSM (CRPC®) and a licensed agent for Medicare products. She’s active in local groups including: Women in Insurance and Financial Services (WIFS), Troy Chamber of Commerce, and Rochester Junior Women’s Club.
She and her husband are raising their two children, little dog and large cat, in Rochester Hills. Outside of the office, she’s known for planning the next family travel event before the first one has even started and spending more time planting, than weeding, in her overgrown garden.
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.