Dan Goldie

Dan Goldie is a 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.

Goldie has built his advisory business by combining a sound investment methodology with holistic financial planning and first-class client service. He has co-authored two investment books: The Prudent Investors Guide to Beating the Market at Its Own Game, and the national bestseller, The Investment Answer: The Five Key Decisions Every Investor Needs to Make.

Jargon-free and written for all investorsexperienced, beginner and everyone in betweenThe Investment Answer distills the process into five straightforward decisions that can lead to safe and sound ways to manage your money. The inspirational story behind the book and its message has attracted national media attention and inspired thousands to change the way they save and invest.

A former NCAA singles champion for Stanford University, Goldie began his investment career as an independent financial advisor in 1991 after retiring from the mens professional tennis tour, where he was ranked as high as 27th in the world and was a Wimbledon quarterfinalist.

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 Barrons magazine as one of the top 100 independent financial advisors in the United States. Goldies media appearances include ABC News, FOX Business News, National Public Radio, Yahoo! Finance and CBS Moneywatch, and he has been quoted in The New York Times, Wall Street Journal, San Jose Mercury News, San Francisco Examiner, and many 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.