Contact Us Employee
Employee Daniel Blaustein
Atlanta 3290 Northside Parkway NW, 7th Floor Atlanta, GA 30327
FAX NUMBER: 404-816-7143
Daniel Blaustein, based in Atlanta, is the lead planner for CIBC Private Wealth Management’s Planning CAFÉ. He has 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.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
Latest financial insights & resources
CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.