Palo Alto - Park Boulevard
Proudly Serving the Bay Area
Palo Alto - Park Boulevard
2409 Park Blvd
Unit C-102
Palo Alto, CA 94306
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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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Maureen (Meaux) Costello
JD
Wealth Advisor
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Matt Clark
CFP®, AAMS®
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
Associate Wealth Advisor
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Brian Rodriguez
Associate Wealth Advisor
Dig even deeper.
What’s it like to become a Focus Partners client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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August 25, 2025
Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.
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August 18, 2025
Monthly Investment Commentary: August 2025
The S&P 500 notched new all-time highs in 10 of the 22 trading days in July. It’s a remarkable rebound from the fear that gripped the market just three months prior. While the returns are a cause for celebration, it’s reasonable to wonder if things have gone too far, too fast.
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August 04, 2025
5 Essential Tips for Teaching Kids About Investing
Teaching kids about investing early could pay lifelong dividends. Here are five engaging tips to help you start the conversation and lay the foundation for smart financial habits.
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