About Integritas Wealth Strategies
Learn about Daniel, an Investment Adviser Representative and candidate for CFP®, CKA®, and EA certifications.
Meet Your Planner
Daniel Heidel, CFP®, CKA®, EA is the founder and lead planner at Integritas Wealth Strategies in Charleston, SC. Drawing on years of market research, tax-smart investing, and real-world budgeting experience, he turns clients’ day-to-day income into clear, actionable plans for long-term growth.
Known for translating complex topics into plain English, Daniel covers the full spectrum—investment management, retirement and education planning, tax strategy, insurance, and estate coordination—so every dollar has a defined purpose.
Ready to chat? Book a quick call and see how Daniel can help align your money with the life you’re building.
Over 6,000 hours spent with clients to meet the experience requirement for the CFP®
How It Works
A simple 3-step path from first call to a live, tax-smart portfolio.
Book Call
Reserve a 30-minute discovery session to go over your needs.
Get Plan
We craft your personalized, tax-smart portfolio in 3 weeks.
Grow & Review
Implement together, then check progress quarterly.
What Our Clients Are Saying About Us
