Dan Goldie is a #1 New York Times bestselling author, former professional tennis player, and current President of Dan Goldie Financial Services LLC, a registered investment advisory firm that helps individual investors and families manage their money and make smart financial decisions. He is the trusted advisor to a diverse group of individuals and families, including business executives, attorneys, physicians, engineers, professors, retirees, former professional athletes, and many others. His clients are located in the San Francisco Bay Area and across the United States. A former NCAA singles champion, Goldie began his investment career as an independent financial advisor in 1991 after retiring from the men’s professional tennis tour, where he was ranked as high as 27th in the world. His passion for asset class investing began when he was introduced at that time to the investment methods being used by Dimensional Fund Advisors in Santa Monica, California. Goldie has built his advisory business by combining a sound asset class investing methodology with holistic financial planning and first-class client service. He has co-authored two investment books: The Prudent Investor’s Guide to Beating the Market at Its Own Game, and the #1 bestseller The Investment Answer: Learn to Manage Your Money & Protect Your Financial Future. Jargon-free and written for all investors—experienced, beginner, and everyone in between— The Investment Answer distills the process into just five decisions-five straightforward choices that can lead to safe and sound ways to manage your money. The book as with his presentations, offers advice that is simple, easy-to-follow, effective, and can lead to a more profitable portfolio for every investor. Specifically: Should I invest on my own or seek help from an investment professional? How should I allocate my investments among stocks, bonds, and cash? Which specific asset classes within these broad categories should I include in my portfolio? Should I take an actively managed approach to investing, or follow a passive alternative? When should I sell assets and when should I buy more? At the podium, Goldie inspires audiences to change the way they save and invest through compelling evidence and insightful analysis of today’s challenging financial landscape. He shares the lessons Wall Street doesn’t want you to know so you take control of your financial future. Today, Goldie is one of the leading independent advisors in the wealth management industry. He has been recognized by the San Francisco Business Times as one of the top 25 Bay Area independent advisors, and by Barron’s Magazine as one of the top 100 independent financial advisors in the United States. He has been quoted in the Wall Street Journal, San Jose Mercury News, San Francisco Examiner, Financial Planning Magazine, Personal Financial Planning Magazine, Stanford Magazine, Cal Business Magazine, and other business and financial publications. Goldie 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.
