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Senior Financial Strategist
Daniel Blaustein is a financial planning strategist in Atlanta with more than 10 years of industry experience. In this role, he 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 with a concentration in finance from Georgia State University and holds the CERTIFIED FINANCIAL PLANNER™ certification. Daniel was also a four-year letterman for the Georgia State baseball team, where he received the Athletic Department’s Community Service Award and was recognized as a two-time Academic All District winner
In 2016 and 2019, he was honored with the CIBC Unsung Heroes Achievers Award, and in 2017 he received the firm’s GEM (Goes the Extra Mile) Award.
Daniel is currently a member of the Holy Innocents’ Episcopal School Alumni Advisory Board.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
