Daniel C. Goldie, CFA, CFP
President
Dan Goldie is the President and Founder of Dan Goldie Financial Services. He is an independent financial advisor and financial planner. For nearly two decades he has devoted his professional career to helping individual investors and their families realize their investment and financial goals.
Dan is the trusted advisor to a diverse group of individuals and families, including business executives, attorneys, physicians, engineers, professors, retirees, former professional athletes, and many others. His clients are located in the San Francisco Bay Area and across the United States.
A former NCAA singles champion, Dan began his investment career as an independent financial advisor in 1991 after retiring from the men's professional tennis tour, where he was ranked as high as 27th in the world. His passion for asset class investing began when he was introduced at that time to the investment methods being used by Dimensional Fund Advisors in Santa Monica, California.
Dan has built his advisory business by combining a sound asset class investing methodology with holistic financial planning and first-class client service. In 1998, Dan co-authored a book on asset class investing called, The Prudent Investor's Guide to Beating the Market at Its Own Game, and traveled around the country promoting the book and speaking to the clients of other financial advisors who were also using asset class investing concepts.
Today, Dan is one of the leading independent advisors in the wealth management industry. He has been recognized by the San Francisco Business Times as one of the top 25 Bay Area independent advisors, and by Barron’s Magazine as one of the top 100 independent financial advisors and 1000 financial advisors in the United States. Dan has been quoted in the Wall Street Journal, the San Francisco Examiner, Personal Financial Planning Magazine, Stanford Magazine, Cal Business Magazine, and other business and financial publications.
Dan holds an A.B. in economics from Stanford University and an M.B.A. from the Walter A. Haas School of Business, at the University of California at Berkeley. He is a member of the CFA Institute and the CFA Society of San Francisco and has earned the Chartered Financial Analyst designation, and is a CERTIFIED FINANCIAL PLANNER™ certificant.
