Hi - I’m Kristiana

As a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional (CFP®), and Enrolled Agent (EA) with Fiduciary Financial Advisors I love serving and partnering with my clients all over the country.  


At the core of my financial planning philosophy is the belief that money is a powerful tool that can be used to fulfill dreams, purposes, and goals. By advocating for my clients and leveraging creative solutions, I design tax-efficient financial plans that pave the way for lasting success.

    • Tax planning and preparation

    • Retirement planning

    • Cashflow planning

    • Investment planning

    • Risk management/Insurance planning

    • Education planning

  • CONFIDENCE | CLARITY. I love working with my clients to reach their individualized goals. The things that you find most important should help determine your path in moving towards your goals. Bringing confidence and clarity to your life through creating and implementing your plan is key to our success together. 


    EMPOWERMENT | EXCITEMENT. Life is too short and finances can often feel overwhelming. Partnering with you to create a holistic financial plan that empowers you to take the reins of your life fuels my passion for my career.

Get to know me:


My husband, Tim, and I have the blessing of raising our two boys, Leo and Max. Being their mom is the absolute best. Between the boys and our dog, Bear, our house is filled with a lot of joy and a little craziness. 

Living in Charleston, South Carolina, you’ll find us outside whenever possible. Parks, beaches, downtown… we love it all! Although on Saturdays, you’ll find us cheering on Tim as he coaches the local professional soccer team. As a former college soccer player myself, the love of the game runs deep in our family. 

I can’t wait to get to know you!


The FIDUCIARY OATH

As a Fiduciary Financial Advisor, I have sworn the 'Fiduciary Oath' which holds these five principles:

  1. I will always put your best interests first.

  2. I will avoid conflicts of interest.

  3. I will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.

  4. I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.

  5. I will fully disclose, and fairly manage, in your favor, any unavoidable conflicts.