Senior Vice President•Director of Financial Planning & Senior Financial Planning Strategist
Senior Vice President•Director of Financial Planning & Senior Financial Planning Strategist
Daniel Blaustein is the director of financial planning and a senior financial planning strategist for CIBC Private Wealth in Atlanta with over 10 years of industry experience. In these roles, he manages the firm’s financial planning team and works closely with relationship managers, wealth strategists and business development officers to provide clients and prospects across the country with cash flow, retirement and estate planning analyses.
Daniel earned a Bachelor of Business Administration degree with a concentration in finance from Georgia State University and holds the CERTIFIED FINANCIAL PLANNER™ certification.
Daniel is currently a member of the Holy Innocents’ Episcopal School Alumni Advisory Board.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® , in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
