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®
Wealth Advisor
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Dirk Gilliard
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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March 17, 2025
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.
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March 06, 2025
Monthly Investment Commentary: March 2025
The Atlanta Fed’s forecast for first-quarter GDP plunged from a 2.3% increase to a 2.8% contraction after a sharp 26% jump in the trade deficit. While recent economic data warrants closer scrutiny, we see balanced risks and advise staying near long-term targets. Despite federal cost-cutting concerns, private sector growth could help stave off a recession.
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March 03, 2025
How to Navigate Rising Homeowners Insurance Costs
With rates up 37.8% since 2019, rising home insurance costs can be challenging. The good news is homeowners have opportunities to manage them. Explore how your wealth advisor can help navigate insurance policy changes and protect your overall financial well-being.
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