Daniel Heidel
Integritas Wealth Strategies | Founder
Specialties: Catholic Values Based Investing | Charitable Planning | Tax Planning | Tax Preparation
Certifications or Designations: CFP® | CKA® | EA (Enrolled Agent)
About Daniel
Catholic-founded, fee-only financial advisor helping people build a financial life that reflects what they actually believe. Come find out what it’s like to work with a independent Catholic wealth management firm.
Address
677 King St Floor 3
Charleston, South Carolina 29403
