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Kristiana D

CFP®, Series 65

North Charleston, SC

Fiduciary Financial Advisors

Kristiana Daniels is a CFP®-certified financial advisor at Fiduciary Financial Advisors with 10 years of industry experience. She previously spent eight years at Summit Wealth Partners, LLC before joining her current firm in 2024. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a strategic and tactical asset allocation approach, integrating fundamental, quantitative, technical, and model-manager analyses, and is notable for its digital-asset advisory capabilities combined with formal trust arrangements.

Private / alternative investments Retirement income strategy Business Financial Management Founder/Business Owner Retired
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