Kiani Christian

Senior Client Relationship Associate

Kirkland, Washington

Kiani acts as a liaison and point of contact between advisors, clients, and custodians. She facilitates money movement, account opening and closing, and service requests, as well as assisting advisors in preparing for meetings and financial planning.
Drawn to financial planning by the appeal of assisting people in a role that’s purpose-driven and relationship-oriented rather than transactional, Kiani’s background includes investments and data analytics. She joined EP Wealth Advisors with more than five years of experience in customer service and over three years in client service within the RIA industry, where she assisted individuals and families with high net worths ranging from $1M - $240M. Kiani previously held dual roles at Real Estate Transition Solutions (RETS) as an analyst on both the Due Diligence team and within the Client Advisory program, analyzing high net worth clients’ assets, constructing portfolios and utilizing 1031 exchanges and Delaware Statutory Trust ( DSTs) as tax-deferral strategies. Before that, she was an Associate Advisor Analyst at Brighton Jones wealth management.
Kiani holds a Master of Science in Finance (MSF) and Bachelor of Business Administration (BBA) from Pacific Lutheran University.
Outside of work you’ll find Kiani spending time with family, exercising outdoors, gardening or enjoying a good book! She loves all things arts and crafts, specifically ceramics.