About
Dirk
With a career spanning three decades, Dirk takes an educational and consultative approach to wealth management. He incorporates the principles of modern finance as well as academic and professional research to help guide his clients through the often complex and counterintuitive world of investing and personal finance.
Dirk provides guidance to individuals and families throughout Silicon Valley and across the country. With the help of Focus Partners Wealth’s deep bench, he creates holistic financial plans that address wealth and portfolio management, stock options strategies, tax strategies, wealth transfer considerations, real-estate consultation, and retirement planning.
Passionate about helping those who are less fortunate, Dirk volunteers for several organizations, including the Salvation Army of San Francisco, the Boy Scouts of America, and the Guardsmen of San Francisco.
Dirk and his wife, Nicole, live with their two sons in Alamo, Calif. He enjoys a diverse life outside of work, including tennis, skiing, surfing, biking, and traveling with his family.
Education and Professional Milestones
-University of California, Berkeley’s International & Area Studies Academic Program - degree in political economy
-Left Morgan Stanley in the early 90s to become an independent investment advisor
-Was a partner at Dan Goldie Financial Services
With a career spanning three decades, Dirk takes an educational and consultative approach to wealth management. He incorporates the principles of modern finance as well as academic and professional research to help guide his clients through the often complex and counterintuitive world of investing and personal finance.
Dirk provides guidance to individuals and families throughout Silicon Valley and across the country. With the help of Focus Partners Wealth’s deep bench, he creates holistic financial plans that address wealth and portfolio management, stock options strategies, tax strategies, wealth transfer considerations, real-estate consultation, and retirement planning.
Passionate about helping those who are less fortunate, Dirk volunteers for several organizations, including the Salvation Army of San Francisco, the Boy Scouts of America, and the Guardsmen of San Francisco.
Dirk and his wife, Nicole, live with their two sons in Alamo, Calif. He enjoys a diverse life outside of work, including tennis, skiing, surfing, biking, and traveling with his family.
Education and Professional Milestones
-University of California, Berkeley’s International & Area Studies Academic Program - degree in political economy
-Left Morgan Stanley in the early 90s to become an independent investment advisor
-Was a partner at Dan Goldie Financial Services