Daniel C. Goldie

Daniel C. Goldie is President of Dan Goldie Financial Services LLC, a registered investment advisory firm in Menlo Park, California that helps individual investors and families manage their money and make smart financial decisions. He has been recognized by the San Francisco Business Times as one of the top 25 Bay Area independent advisors, and by Barron’s as one of the top 100 independent financial advisors in the United States. He began his investment career in 1991 after retiring from the ATP Tour, where he was a Wimbledon quarterfinalist and won four professional titles. Mr. Goldie was the 1986 NCAA men’s singles champion for Stanford University. He has been inducted into the Collegiate Tennis Hall of Fame, the Northern California Tennis Hall of Fame, and the Stanford University Sports Hall of Fame. Mr. Goldie holds an A.B. in economics from Stanford University and an M.B.A. from The Walter A. Haas School of Business, 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 Certified Financial Planner™ certification.