Delta Community Retirement & Investment Services
Serina Shyu, AIF®, CFP®, CWS®
Wealth Advisor
Specialties: Comprehensive Financial Planning, Financial Education, Investment Planning, Risk Management, Income and Investment Tax Planning, Wealth Management
Serina Shyu is passionate about helping members use their financial resources to build a great life. She believes in the importance of individuals and families rooting dreams and aspirations in a strong understanding of their financial situation. Serina takes a genuine, personal approach to financial planning focused on empowering members to align their financial assets with their values and goals.
Before joining Delta Community, Serina worked at an independent financial planning firm advising high net worth clients with navigating saving for and transitioning into retirement, a role she continues at Delta Community. In addition, she now specializes in helping members get set on the right financial path toward the future, even if their journey sometimes requires a course correction.
Serina grew up in Smyrna, Georgia, and has always lived in the Atlanta area. Outside of the office, Serina enjoys sharing time with family and friends, trying out new and old restaurants, traveling, and yoga. She is a past volunteer board member for the Financial Planning Association of Georgia (FPA of GA).
Connect with Serina on LinkedIn®
Education:
- Bachelor of Business Administration, Mercer University
- Master of Business Administration in Personal Financial Planning, Georgia State University
Certifications | Licenses:
- Series 7, 63, 65 with LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional*
- Certified Wealth Strategist®
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:
