CFP®
Financial Advisor
With a commitment to continuous learning and growth, and guided by the principle that knowledge is the foundation of financial well-being, I am dedicated to providing insightful guidance and support to help clients navigate their financial journey with confidence.
Kyra Adrian serves as a financial advisor in Savant’s Middleton, Wisconsin office, where she works with the University Wealth Management team to help clients pursue their financial goals. As a CERTIFIED FINANCIAL PLANNER® professional, Kyra is knowledgeable in comprehensive financial planning strategies, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Before joining Savant, Kyra completed an internship with a large investment advisory firm. She earned a bachelor’s degree in personal finance with a financial planning option from the University of Wisconsin-Madison.
A Green Bay native, Kyra enjoys reading, traveling, and hiking.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.