Headquarters:

888 W Big Beaver Rd. Suite 1220, Troy, MI 48084

Phone: (888) 267-1321 | clientservices@citycenterfinancial.com

Advisory services offered through City Center Advisors, LLC a Registered Investment Advisor.  Insurance products offered through City Center Financial, LLC.  City Center Advisors, LLC and City Center Financial, LLC are affilliated entities.

City Center Advisors, LLC and City Center Financial, LLC do not provide tax or legal advice.  The information presented on this website is not specific to any individual’s personal circumstances.  No information contained in this website is intended to be tax, legal or investment advice.  Individuals should consult with their own tax, legal and investment professionals.

This website does not constitute a solicitation to purchase or sell securities in any jurisdiction in which City Center Advisors, LLC is not registered.  City Center Advisors, LLC is registered in the states of Michigan, New Jersey and Colorado.

City Center Advisors, LLC and City Center Financial, LLC are not affililiated with the Social Security Administration or any government organiztion.

 

© 2015 - 2017 by City Center Financial, LLC.

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®

Direct Line: 

(248) 275-1772

E-mail:

danielle@citycenterfinancial.com

Verified

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.

SKILLS

ISSUED TO

Danielle Serlin

STANDARDS

Higher Learning Commission (HLC)

The College for Financial Planning, Inc., is accredited by the Higher Learning Commission (HLC) and is a member of the North Central Association (NCA).

Colorado Commission on Higher Education (CCHE)

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.

North American Securities Administrators Association (NASAA)

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.

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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.

ISSUED TO

Danielle Serlin

SKILLS

STANDARDS

Financial Industry Regulatory Authority (FINRA)

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.