Palo Alto - Park Boulevard

Dan Goldie

CFP®, CFA®

Wealth Advisor

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

Dan Goldie
Dan Goldie

Professional Certifications

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

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