Serina is an Associate Director, Wealth Advisor with Cresset. In her role, Serina is focused on understanding her clients’ financial goals to develop sophisticated plans that can provide them with financial reassurance.
Prior to Cresset, Serina worked for Berman Capital Advisors as a Client Services Associate, later transitioning to an Associate Wealth Advisor. Serina is very well versed in managing the day-day requests and wealth planning needs of her clients. Prior to Berman, she worked at Forge Consulting, a settlement planning firm in Atlanta that provided insurance, trust, and wealth management services for injured plaintiffs and their families.
Serina graduated from Binghamton University in New York with a Bachelor of Arts in Political Science. She obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2018 after completing the required coursework at UGA’s Terry College of Business.
Serina and her husband, Simon, live in the Atlanta area with their two daughters. In her spare time, Serina enjoys practicing hot yoga, cheering the Georgia Tech Yellow Jackets, and exploring the city with her family and friends.