Kristiana Daniels serves as Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional or CFP® professional. Kristiana enjoys the privilege of walking alongside clients in all life phases to empower them to achieve their financial goals. Whether her clients’ needs involve investment management, retirement planning, debt payoff tactics, college planning, or tax efficiency strategies, Kristiana is passionate about providing comprehensive advice and forward-thinking solutions. At the heart of her financial planning, she believes that money in itself is a tool that can be used to fulfill dreams, purposes, and goals.
Kristiana graduated magna cum laude with a Bachelor of Arts degree in Psychology from Taylor University, a distinctive Christian Liberal Arts College located in Indiana. Since joining Summit, she attained the FINRA Series 65 securities license and a Certificate of Financial Planning from Florida State University. In addition, Kristiana has successfully met the CFP Board’s rigorous standards to obtain the CERTIFIED FINANCIAL PLANNER certification. Kristiana also obtained the highest credential the IRS awards, an Enrolled Agent, allowing her to represent taxpayers before the IRS.
Outside of work, Kristiana loves spending time with her family: Tim (husband), Leo & Max (sons), and Bear (dog). Tim and Kristiana both played soccer from their first steps through their college years. They are big fans of the sport, and on any given weekend, you can often find them playing or watching a game. Currently residing in Charleston, South Carolina, the Daniels family also enjoys spending time at the beach, participating in a local CrossFit class, or learning a new outdoor hobby.
