Chart your course
with an experienced wealth team.
The Pinecrest Wealth Team
About Pinecrest Wealth Team
The Pinecrest Wealth Team at Citi Personal Wealth Management, led by Heather Serna Senior Wealth Advisor - Certified Financial Planner, is a team that is dedicated to putting the client first and focusing on what matters most to them, while emphasizing integrity, work ethic, and commitment to providing exceptional service. We pride ourselves on offering a variety of financial services from Financial Planning, Estate and legacy planning, Retirement Planning – income and tax efficient strategies, College planning, risk management – protection of assets, and customized advisory services -including alternative investments. Our goal is to help our clients achieve their financial objectives by taking a holistic approach and putting them at the center of everything we do.
Personalized Financial Planning
Work with your dedicated team to create a complimentary financial plan that’s flexible so it can progress with your life and financial goals. We’ll help you determine what's most important to you, separating your goals into needs, wants and wishes; as well as evaluate and modify your plans as your life evolves.
Citi Personal Wealth Management offers a range of investment products including individual stocks, fixed income and mutual funds, as well as more offerings like alternative investments and structured products. Citi’s global investment platform provides you with more choice and flexibility in your portfolio.
Banking Benefits from Citibank
With Citigold and Citigold Private client you’ll experience an elevated financial relationship that provides a higher level of service and wealth management. Preferred banking benefits from Citibank, waived fees, higher limits and rewards, as well as special travel and lifestyle benefits are just the beginning.