Jeana Salman, CFP®
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 over 300 high-net-worth families. In 2016, Delta Community Credit Union recruited me to become a dedicated Financial Advisor for three 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
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.
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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.