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Palo Alto - 2409 Park Blvd

Dan Goldie

CFA®, CFP®

Senior Wealth Advisor

2409 Park Blvd, Unit C-102
Palo Alto, CA 94306

Dan Goldie

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Dan Goldie

Professional Certifications

  • CFA® – Chartered Financial Analyst®
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Dan

Dan is a prominent voice in the financial planning industry and has helped change the way many people invest.

His book with Gordon Murray, The Investment Answer, has become a tool financial advisors around the world have used to educate their clients including fiduciary duty and asset class investing. .

Dan is married and has four children. A native of McLean, Va., he now lives in Los Gatos, Calif.

Education and Professional Milestones

-Stanford University - bachelor’s degree in economics

-University of California, Berkeley’s Walter A. Haas School of Business – MBA

-Co-wrote The Investment Answer, which became a No. 1 New York Times best-seller in 2011 that has been published in 10 languages

-Won the 1986 NCAA singles title in men’s tennis; won four professional titles and reached the quarterfinals of Wimbledon and the round of 16 at the U.S. Open and Australian Open

-In 2015, won the over-50 U.S. national hard- and grass-court titles

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