Daniel Kundla is the Senior Vice President of Investments at Platinum Wealth Management of Buckhead, where he plays a pivotal role in designing and implementing tailored financial strategies for individuals and families seeking long-term success. With a passion for financial planning and a strong foundation in investment management, Dan is known for his thoughtful, analytical approach and unwavering dedication to his clients’ goals.
Originally from Annandale, New Jersey, Dan graduated with a Bachelor’s degree in Business Administration from Auburn University’s Harbert College of Business in 2016. His introduction to the world of financial advising began as a college internship, but it quickly evolved into a full-time career and a long-term commitment to working alongside industry veterans Gena Barbato and Beth Woodward. Under their mentorship, Dan grew into a valued advisor and leader within the firm.
As a CERTIFIED FINANCIAL PLANNER™, Dan has demonstrated a high level of technical expertise, ethical standards, and commitment to comprehensive financial planning. He helps clients create personalized roadmaps that reflect their values, goals, and priorities—whether they’re planning for retirement, optimizing investment portfolios, or navigating major life transitions. His meticulous attention to detail and data-driven mindset allow him to uncover opportunities and identify risks, offering clients both clarity and confidence in uncertain times.
Dan works closely with clients to build well-structured, long-term investment strategies that align with their risk tolerance and evolving life circumstances. His ability to translate complex financial concepts into easy-to-understand terms helps clients make informed decisions with confidence. He is deeply committed to building lasting relationships and delivering consistent, high-touch service that goes beyond performance metrics.
Within the firm, Dan contributes significantly to investment research, portfolio construction, and the continued development of Platinum Wealth Management’s client experience. His collaborative spirit and forward-thinking ideas help keep the team sharp and always aligned with best practices in the industry.
Outside of the office, Dan enjoys golfing, exploring Atlanta’s microbrewery scene, and passionately supporting college sports—especially his beloved Auburn Tigers. His enthusiasm for life and commitment to balance mirror the principles he encourages in his clients: building a life of intention, security, and fulfillment.
Dan’s expertise, integrity, and forward-looking mindset make him an invaluable part of the Platinum Wealth Management team. He continues to help clients chart a clear path to work toward their financial goals with confidence and care, aiming to earn their trust every step of the way.
