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Daniel  Kundla, CFP®

Daniel Kundla, CFP®

Senior Vice President - Investments

Meet Dan, the accomplished Senior Vice President of Investments at Platinum Wealth Management of Buckhead. Originally from Annandale, NJ, Dan's passion for finance led him to earn a Bachelor's degree in Business Administration from the esteemed Harbert College of Business at Auburn University in 2016.

 

As a CERTIFIED FINANCIAL PLANNER™, Dan possesses the expertise to create comprehensive financial plans that serve as roadmaps for our valued clients. What began as a college internship for Dan quickly transformed into a rewarding opportunity to join the esteemed team of Gena and Beth at Platinum Wealth Management of Buckhead.

 

Dan's meticulous attention to detail and in-depth knowledge of financial planning enable him to deliver tailored strategies that align with clients' unique goals and aspirations. His commitment to upholding the highest professional standards ensures that clients receive the utmost care and guidance throughout their financial journeys.

 

Beyond his professional achievements, Dan finds enjoyment in playing golf, cheering for college sports (War Eagle!), and exploring Atlanta's vibrant microbrewery scene. These diverse interests reflect his vibrant personality and his appreciation for a well-rounded life outside of the financial realm.

 

With Dan's expertise, dedication, and commitment to excellence, Platinum Wealth Management of Buckhead continues to thrive. Clients can trust in his strategic insights and personalized approach as he helps them navigate the complexities of investments and sets them on a path toward financial success.