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Employee Daniel Blaustein

Daniel Blaustein

Atlanta
3290 Northside Parkway NW, 7th Floor
Atlanta, GA 30327

Phone number: 404-881-3400
Toll-free: 866-517-3400
Fax number: 404-816-7143

Daniel Blaustein

, CFP®

Vice President

Daniel Blaustein, based in Atlanta, is a financial planning strategist. He has 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.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S​.


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