How Serina Can Help You

Serina will always take the time to listen and understand your financial goals so you can rest assured you have a trustworthy and reliable advocate on your side.

What Makes Serina Knowledgeable

Serina joined Berman | Cresset in 2016 as a Client Services Associate and transitioned to an Associate Wealth Advisor in 2018. Prior to joining Berman | Cresset, Serina 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 was responsible for implementing suitable financial plans and providing support to the sales consultants, registered investment advisors and trust officers.

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.

Getting to Know Serina

Serina and her husband, Simon, live in the Atlanta area with their daughter. In her spare time, Serina enjoys supporting the Georgia Tech Yellow Jackets, volunteering with her church, attending classes at Orangetheory Fitness and exploring new restaurants with her family and friends.