Palo Alto - 2409 Park Blvd
Discover personalized wealth management with Focus Partners Wealth, your Palo Alto financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Palo Alto - 2409 Park Blvd
2409 Park Blvd
Unit C-102
Palo Alto, CA 94306
Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. In the heart of Silicon Valley, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Palo Alto Team
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Dan Goldie
CFA®, CFP®
Senior Wealth Advisor
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Dirk Gilliard
Senior Wealth Advisor
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Matt Clark
CFP®, AAMS®
Senior Wealth Advisor
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Maureen (Meaux) Costello
JD
Wealth Advisor
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Alicia McHugh
CIPM®, CFP®
Wealth Advisor
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Susan Hanlon
CFP®
Wealth Advisor
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Tori Trosset
ChFC®
Associate Wealth Advisor
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Brian Rodriguez
Associate Wealth Advisor
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Ali Kavianian
CFP®
Regional Vice President
Dig even deeper.
What’s it like to become a Focus Partners client? Download our brochure to learn more.
Enjoy some of our latest resources
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May 11, 2026
LGBTQ+ Financial Planning: Key Challenges and Opportunities
Learn how LGBTQ+ financial planning addresses family-building expenses, same-sex marriage tax benefits, estate planning, and wealth strategy.
Read the article -
April 27, 2026
Business Succession Planning Checklist: 9 Steps for a Successful Ownership Transition
A step-by-step business succession planning checklist to help protect valuation, reduce tax exposure, and align your exit with long-term wealth goals.
Read the article -
April 21, 2026
Geopolitical Tensions Take Center Stage, Clouding Future Growth Outlook
Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into the second quarter of 2026.
Read the article