meet: Kristiana Daniels, CFP®, EA, BFA™

 

 

Hi - I’m Kristiana

Kristiana Daniel, part of the Fiduciary Financial Advisors team

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.

  • I serve a wide variety of individuals and families, but my clients often share a few things in common. If any of this sounds like you, we may be a great fit:

    • You see money as a tool, not the end goal. You want to use it intentionally—and tax-efficiently—to create flexibility, raise your children, travel, and ultimately support the life and values that matter most to you

    • You’re juggling a lot. Career, family, and daily responsibilities leave little time to think about money details. You want a clear, tax-smart plan that ties together your investments, cash flow, and personalized goals—so you can spend less time worrying about finances and more time enjoying life with the people and activities you love.

    • You’re navigating change. Whether raising kids, going through a divorce, getting married, making a career move, or relocating, you want confidence that all the moving parts of your financial life are working together.

    • You are a business owner. You need guidance that integrates both your personal and business finances—so your work supports your life, not the other way around.


    • Tax planning and preparation

    • Retirement planning

    • Cashflow planning & savings optimization

    • Investment planning

    • Risk management/Insurance planning

    • Education planning

    • Strategic charitable 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!

also featured in:


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.