Kristiana Daniels - Financial Advisor
Welcome to my corner of the financial world!
I'm thrilled to share a bit about my journey as a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional (CFP®) with Fiduciary Financial Advisors. My passion is helping clients at every stage of life to reach their financial goals with strategies that are both comprehensive and forward-thinking. Whether we're working on investment management, retirement and cash flow planning, tax planning, or debt reduction, my goal is always to provide personalized guidance that empowers my clients.
I hold a Bachelor of Arts in Psychology from Taylor University, a Certificate of Financial Planning from Florida State University, and have also earned the Behavioral Financial Advisor designation. Additionally, as an Enrolled Agent with the IRS, I'm equipped to represent taxpayers in a range of capacities. I truly believe that money is a tool to help fulfill dreams and purpose, and I’m excited to bring that perspective to the work we’ll do together.
Outside of the office, I enjoy life in Charleston, South Carolina, with my husband Tim, our sons Leo and Max, and our dog Bear. Tim and I are avid soccer fans, and we spend weekends either on the field, at the beach, or staying active through CrossFit and other outdoor activities.