Daniel Kundla's Professional Contact Details

HQ
+1(404) 445-0928
Location
Atlanta, Georgia

Daniel Kundla's Current Company Details

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that w...
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.Securities and advisory services offered through LPL Financial, Member SIPC.www.sipc.org • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with Platinum Wealth Management of Buckhead may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
wealth management
financial planning
retirement planning
investment specialists
financial services
investment management

Daniel Kundla's Work History and Education

Platinum Wealth Management of Buckhead
Senior Vice President of Investments
2021 - Present
UBS
Wealth Management Intern
2015 - 2021 • 6 years

Frequently Asked Questions about Daniel Kundla


What company does Daniel Kundla work for?

Daniel Kundla works for Platinum Wealth Management of Buckhead.

What is Daniel Kundla's role at Platinum Wealth Management of Buckhead?

Daniel Kundla's role at Platinum Wealth Management of Buckhead is Senior Vice President of Investments.

What is Daniel Kundla's email address?

Daniel Kundla's email address is d**@pwm-b.com.

What is Daniel Kundla's business email address?

Daniel Kundla's business email address is d**@pwm-b.com.

What is Daniel Kundla's HQ phone number?

Daniel Kundla's HQ phone number is +1(404) 445-0928.

What industry does Daniel Kundla work in?

Daniel Kundla works in the Financial Services industry.

Who are Daniel Kundla's colleagues?

Daniel Kundla's colleagues are Gena Barbato, Ellie Camp, Beth Woodward and Joshua Abrahamian.
Managing Director
Director of Marketing and Media/ Client Representative
Wealth Management Intern

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