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Danielle Serlin is listed as Financial Advising | Client Relationships | Solutions and Roadmaps | Asset Management at Sequoia Financial Group, a company with 90 employees, based in Rochester, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Danielle Serlin.
Danielle Serlin previously worked as Associate Director - Wealth Management & Client Engagement at Sequoia Financial Group and Senior Retirement Advisor - Financial Advising & Operations Management at City Center Financial, Llc. Danielle Serlin holds Ma, Leadership In Mathematics Education from University Of Michigan-Dearborn.
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As a financial advisor with more than six years of experience in creating and implementing financial plans, I’m a solid problem-solver with a continuous improvement mindset. I’m also naturally inclined to pursue solutions that increase client comfort-level and likelihood of success. From a firm perspective, I enthusiastically seek out ways to implement best practices, improving efficiency, productivity, and scalability to support business growth. Through active involvement in the Financial Planning Association (FPA) and Women in Insurance & Financial Services (WIFS), I’ve committed to enhancing my industry knowledge.=================================================================The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
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Greater Detroit Area
I serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Whether clients are focused on wealth planning, asset management, retirement solutions, tax optimization, or estate issues, I develop and execute financial plans to help them get where they want to be. Throughout it all, I manage.
Greater Detroit Area
I specialized in planning and investing for retirement; crafting and executing retirement plans to address income/cash flow, investment strategy, portfolio efficiency, risk mitigation, Social Security & Medicare, estate needs, and tax strategies. I participated in various parts of the client-service process, depending on the client’s individual needs, from.
Greater Detroit Area
Greater Detroit Area
United States Junior Chamber (Jaycees), Fish & Loaves Food Pantry, Attachment Parenting International, La Leche League International
Greater Detroit Area
Other employees you can reach at sequoia-financial.com. View company contacts for 90 employees →
Patrick Snell, Cfa
Colleague at Sequoia Financial Group
Nashville, Tennessee, United States, United States
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KR
Kelly Russell
Colleague at Sequoia Financial Group
Cleveland, Ohio, United States, United States
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CK
Courtney Koustis
Colleague at Sequoia Financial Group
Greater Cleveland, United States
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MM
Mauro Mastrapasqua
Colleague at Sequoia Financial Group
Nashville, Tennessee, United States, United States
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LA
Lisa Anglim
Colleague at Sequoia Financial Group
Lewis Center, Ohio, United States, United States
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KS
Keri Snow
Colleague at Sequoia Financial Group
Strongsville, Ohio, United States, United States
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DK
David Kurtz
Colleague at Sequoia Financial Group
Cleveland, Ohio, United States, United States
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JN
John Nadworny
Colleague at Sequoia Financial Group
Greater Boston, United States
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Elizabeth De Nitto, Ea, Aep, Cfp®
Colleague at Sequoia Financial Group
Cleveland, Ohio, United States, United States
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NS
Nikki Savage, Cfp®
Colleague at Sequoia Financial Group
Tampa, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
Danielle Serlin works for Sequoia Financial Group.
Danielle Serlin is listed as Financial Advising | Client Relationships | Solutions and Roadmaps | Asset Management at Sequoia Financial Group.
Danielle Serlin is based in Rochester, Michigan, United States while working with Sequoia Financial Group.
Danielle Serlin has worked for Sequoia Financial Group, City Center Financial, Llc, Public, Private, And Alternative Schools, Local Non-Profits, and Technology Services, Automotive Supplier.
Danielle Serlin's colleagues at Sequoia Financial Group include Patrick Snell, Cfa, Kelly Russell, Courtney Koustis, Mauro Mastrapasqua, and Lisa Anglim.
You can use AeroLeads to view verified contact signals for Danielle Serlin at Sequoia Financial Group, including work email, phone, and LinkedIn data when available.
Danielle Serlin holds Ma, Leadership In Mathematics Education from University Of Michigan-Dearborn.
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