Delta Community Retirement & Investment Services
Jeana Salman, AIF®, CFP®
Practice Manager and Wealth Advisor
Specialties: Comprehensive Financial Planning, Retirement Income Management, Investment Management, Charitable Giving, Tax Planning and Education Planning
Jeana has always had a talent for connecting with people. She has invested the last 15 years in the financial services industry and focuses her work around one thing, helping people. Jeana wants each member who works with Delta Community Retirement & Investment Services to gain clarity of their options, a firm understanding of the best actionable steps going forth, and a feeling of empowerment that they are moving in the right direction.
In addition to serving as a Wealth Advisor, Jeana's career path recently led her to take on an expanded role at Delta Community Retirement & Investment Services, where she now also serves as Practice Manager. In this role, she is laser-focused on the client experience and plays an integral role in building out the numerous client tools and resources used throughout the team. Jeana is passionate about encouraging and mentoring women in the financial industry and serves as a mentor and guide to many advisors at all experience levels.
Jeana moved to Atlanta in 2013. She and her husband enjoy traveling and the vibrant culture that life in the Atlanta area offers.
Connect with Jeana on LinkedIn®
Education:
- Master of Business Administration, Westminster College
- Bachelor of Arts in Finance, University of Utah
Certifications | Licenses:
- FINRA® SIE, Series 3, 4, 7, 9, 10, 63, 66 with LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional*
- Certified Divorce Financial Analyst® professional
Locations Served:
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP ® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
LPL Financial
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
Securities and insurance offered through LPL or its affiliates are:
