Christiana Dirks, CFP®, supports the advisory team as an Associate Financial Planner while building toward her career as a future financial advisor. Her role includes attending client meetings, taking detailed notes, and using financial planning software to develop tailored recommendations. Through this hands-on experience, she’s gaining valuable insight into the advisory process and strengthening the skills needed to guide clients confidently.
Christiana Dirks’s Background
Christiana graduated from the University of Florida with a degree in Wealth Management. During her time in college, she interned at Raymond James and Morgan Stanley over the summer months and at Koss Olinger during the school year. These experiences gave her early exposure to different facets of the financial services industry.
Christiana’s path to financial planning began with a personal experience. When her family had to review their financial statements, tax returns, and other documents, her parents realized they didn’t fully understand their financial situation. Witnessing their uncertainty inspired her to help others avoid that same confusion and instead approach critical financial decisions with confidence and clarity. Known for her personable and transparent approach, Christiana builds genuine relationships with clients that foster trust and open communication.
Looking ahead, Christiana is eager to deepen her involvement in the Tampa and Clearwater communities. She hopes to become a Wish Grantor for Make-A-Wish South Florida, a Big Sister through the YMCA’s Big Brothers Big Sisters program, and to participate more actively in the Tampa Bay and Clearwater Young Professionals Chambers and the Junior League of Tampa. Outside of work, Christiana enjoys bike rides, walking and running, experimenting with new recipes, and cheering on the Gators.