Dan Goldie
Senior Wealth Advisor at Focus Partners Wealth in Palo Alto, CA.
- Role
- Wealth ma at Focus Partners
- Location
- Palo Alto, CA, US
- LinkedIn followers
- 500 followers
About Dan Goldie
Manage investment portfolios and provide wealth management services to a diverse group of…
Experience
Wealth ma
Jan 2025 — Present · Palo Alto, CA, US
Education
University of California, Berkeley, Haas School of Business
MBA, Finance
1995 — 1997
Stanford University
Bachelor of Arts - BA, Economics
Skills
- Mutual Funds
- Iras
- Retirement Planning
- Investments
- 401k
- Investment Management
- Certified Financial Planner
- Financial Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Portfolio Management
- Alternative Investments
- Retirement
- Wealth Management
- Asset Management
- Asset Managment
- Investment Strategies
- Wealth Management Services
- Financial Planners
- Financial Advisory
- Etfs
- Estate Planning
- Asset Allocation
- Wealth
- Investment Advisory
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