Daniel Kundla
Senior Vice President of Investments at Platinum Wealth Management Of Buckhead
Based in Atlanta, United States
7-day free trial · no credit card
Seniority
C-Team
Department
Finance & Accounting
Location
Atlanta
Industry
Financial Services
Company size
6
Contact information
Reveal Daniel's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
d•••••••@pwm-b.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Daniel Kundla
I'm the Senior Vice President of Investments at Platinum Wealth Management of Buckhead. My journey in finance began in my hometown of Annandale, NJ, and I furthered my passion for the field by earning a Bachelor's degree in Business Administration from the Harbert College of Business at Auburn University in 2016. As a CERTIFIED FINANCIAL PLANNER™, I specialize in creating comprehensive financial plans tailored to the unique goals and aspirations of my clients. My career at Platinum Wealth Management started as a college internship and evolved into a rewarding opportunity to work alongside industry leaders Gena Barbato and Beth Woodward. I pride myself on meticulous attention to detail and an in-depth understanding of financial planning, which allows me to deliver strategies that truly align with my clients' needs. My commitment to maintaining the highest professional standards ensures that each client receives exceptional care and guidance throughout their financial journey. Outside of my professional life, I enjoy playing golf, cheering on college sports (War Eagle!), and exploring Atlanta's vibrant microbrewery scene. These interests reflect my vibrant personality and appreciation for a well-rounded life. At Platinum Wealth Management of Buckhead, I leverage my expertise, dedication, and commitment to excellence to help clients navigate the complexities of investments and achieve financial success. Connect with me to discuss how I can help you create a strategic plan for your financial future.
Decision-makers
Other people at Platinum Wealth Management Of Buckhead
- GBDirector
Gena Barbato
Managing Director · General Business & Management
- GBDirector
Gena Barbato
Managing Director · General Business & Management
- DKC-Team
Daniel Kundla
Senior Vice President of Investments · Finance & Accounting
- ECOther
Ellie Camp
Director of Marketing and Media Client Representative · Other
Build a list of verified contacts at Platinum Wealth Management Of Buckhead
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Daniel
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime