The Team

Serrano & Associates

Our Advisors

Leah Serrano

Leah Serrano

Private Wealth Advisor

More about me...

Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
CA Insurance #0D79942

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Jessica Simmons

Jessica Simmons

Financial Advisor

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Designations

CFP®, APMA®, CDFA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Divorce Financial Planning

Education

Master's in Counseling | Ohio State University | Columbus, OH
CA Insurance #0H80937

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Jeffrey A Martin

Jeffrey A Martin

Financial Advisor

More about me...

Designations

LUTCF

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

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Richard Boyd

Richard Boyd

Financial Advisor

Our Staff

Nina Faraca

Nina Faraca

Operations Manager

Cristina Fuentes

Cristina Fuentes

Marketing Manager

Jana Harrigan

Jana Harrigan

Client Service Coordinator

Niki Hayman

Niki Hayman

Client Service Coordinator

Kelsi McGlothin

Client Service Coordinator