Kiana Woodgett

Planning Associate, Tax

Kiana joined Clearstead in 2019. As a Planning Associate in the Private Client Group, Kiana provides analytical support, consultation, and advice in all aspects of tax, financial, and investment planning services for high net worth clients.

Prior to joining Clearstead, Kiana worked at a local financial planning firm in Shaker Heights. She received her Bachelor of Arts in Psychology from Miami University (OH) and her Master of Business Administration from the University of Phoenix.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.