Kristiana Daniels
Financial Advisor @Fiduciary Financial Advisors, An Inc. 5000 Company
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WORK HISTORY
Financial Advisor @Fiduciary Financial Advisors, An Inc. 5000 Company
Boise, ID, US
MEETING YOU WHERE YOU ARE - VIRTUALLY.Kristiana Daniels serves as an Wealth Advisor, Enrolled Agent, 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.
EDUCATION
Taylor University
Bachelor of Arts (B.A.), Psychology
Taylor University
Bachelor of Arts - BA, Psychology
Florida State University
Certificate of Financial Planning, Financial Planning and Services
ABOUT KRISTIANA DANIELS
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 financial plans that pave the way for lasting success. I am passionate about helping my clients navigate their financial journeys with confidence and clarity. My approach centers on creating personalized, tax-efficient strategies that ensure individuals and families feel understood, empowered, and excited to reach their goals.Disclosure: Investment advisory services are offered through Fiduciary Financial Advisors, a registered investment adviser. The information shared is for educational purposes only and should not be construed as investment, tax, or legal advice. Past performance may not be indicative of future results. Investing involves risk, including the possible loss of principal. Always consult with a qualified professional regarding your individual circumstances.
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