Delta Community Retirement & Investment Services
Jeana Salman, CFP®

Jeana Salman Headshot

LPL Financial Advisor

Specialties: Comprehensive Financial Planning, Retirement Income Management, Investment Management, Charitable Giving, Tax Planning and Education Planning

I am, admittedly, a personal finance “nerd.” My clients appreciate working with someone who understands the complexity of finance and can make personalized recommendations. I’m known as a good listener and friendly advisor, willing to break down any topic into simple explanations. And, while I thoroughly enjoy the analysis involved to find a suitable plan for my clients, I also deeply value the personal aspect. Whether you’re a young professional just getting started with investing, an expert in your field who wants to confirm that you’re on track, or a retiree with concerns about having an entirely different retirement than your parents, I’d love to learn your story and what’s important to you.

I completed my undergraduate degree in Finance at the University of Utah and obtained a Master of Business Administration from Westminster College. My career began with Fidelity Investments in Salt Lake City, Utah in 2004 where I initially focused on providing an outstanding client experience and later led teams toward the same goal with great success. My career path led me to Atlanta where I’ve developed, presented and implemented financial plans for high-net-worth families. In 2016, Delta Community Retirement & Investment Services recruited me to become a dedicated financial consultant for four branches in north Atlanta.

An avid traveler, I have been to 16 countries and counting. My husband and I don’t hesitate to take our daughter along whether it be to Rome, Italy or Cartagena, Colombia. I enjoy cooking, reading and yoga. I live in Sandy Springs and you will often find me on the weekend at the Woodruff Arts Center, Atlanta Botanical Gardens or attending festivals here in Georgia.

Jeana is a CERTIFIED FINANCIAL PLANNERTM

www.linkedin.com/in/jeanasalman

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

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:

Not insured by NCUA or any other government agency; not credit union guaranteed; not credit union deposits or obligations; may lose value