Verified recordFinancial Services

Daniel Kundla

Senior Vice President of Investments at Platinum Wealth Management Of Buckhead

Based in Atlanta, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

Atlanta

Industry

Financial Services

Company size

6

Contact information

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Email

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d•••••••@pwm-b.com

Phone

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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.

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