Platinum Wealth Management of Buckhead

Financial Services - Atlanta, GA, US

Platinum Wealth Management of Buckhead Employees
Daniel Kundla

Senior Vice President of Investments

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Ellie Camp

Wealth Management Intern

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Platinum Wealth Management of Buckhead Senior Management
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Platinum Wealth Management of Buckhead 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 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.

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Website: pwm-b.com
Employees: 5 - 9
HQ: N/A
Location: Atlanta, GA, US
Revenue: Not Available
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