Keyana is a CERTIFIED FINANCIAL PLANNER® professional living in the Charleston, SC area, serving individuals and families nationwide. Working closely with FLP’s investment advisors, Keyana helps clients navigate complex financial decisions with clarity and confidence. Her approach to wealth management is holistic and personalized, integrating financial positioning, asset protection, investment management, cash flow planning, education planning, tax strategies, retirement planning, and estate planning.
As a Retirement Income Certified Professional® and Tax Planning Certified Professional®, Keyana specializes in helping clients approaching or enjoying retirement develop sustainable, tax smart income strategies while addressing important considerations such as healthcare and long term planning.
Keyana brings more than 20 years of professional experience across financial services, higher education, and nonprofit organizations. She is actively involved in the Charleston community, serving as a Board Member of the Financial Planning Association of South Carolina, a pro bono planner with Savvy Ladies, and an Executive Mentor in the College of Charleston’s MBA program.
Keyana primarily works with clients virtually and meets in person as needed.