Dan Goldie Financial Services LLC

Dan Goldie Financial Services LLC is an independent financial advisory firm serving high net worth individuals and families.

Dan Goldie is the President and Founder of Dan Goldie Financial Services. For nearly two decades he has devoted his professional career to helping individual investors and their families realize their investment and financial goals.

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.