Dirk Gilliard
Dan Goldie Financial Services, LLC

Tel: (650) 566-1111
2409 Park Boulevard
Palo Alto, CA 94306

Helping Clients Make Smart Decisions Since 1991

Dan Goldie Financial Services, LLC | Financial Advisor in Palo Alto ,CA


About Dan Goldie Financial Services, LLC

With offices in San Jose and Palo Alto, DGFS is listed as one
of Barron's Magazine and The Financial Times top wealth
advisors in the U.S. DGFS is an independent financial advisor,
financial planner, and investment advisor managing
approximately $845 million for individuals
and families. As a Registered Investment Adviser, we have a
legal fiduciary obligation to our clients.

We work hard to help simplify our clients' financial lives,
optimize their investments, and organize their personal
financial planning. We work closely with our clients using a
consultative process to help them grow and protect their
wealth, and achieve their most important financial goals with
cost-efficiency and reliability.

Our mission is to be the trusted advisor for all aspects of
our clients' financial lives. To do this, we take the time to
develop a detailed understanding of each client's individual
circumstances, goals, and objectives. We help our clients make
smart financial and investment decisions, and gain confidence
in having a secure financial future.

As a fully independent financial advisor, we work exclusively
for the benefit of our clients. As a registered investment
advisor, we have a legal fiduciary obligation to act in each
client's best interests. We care deeply about helping our
investors achieve their goals and objectives, and endeavor to
provide them with the highest-quality service and guidance.

We look forward to discussing with you how we can become your
family's trusted financial advocate.


General Information

Firm Start Year:   1991
No.of Employees:   2-4
Name of Broker/Dealer:   n/a
Name of Custodial Firm:   Charles Schwab, Fidelity, TD Ameritrade
States Licensed in:   Not Applicable
Number of Years with Current Firm:   7
Work Experience:   Over 25 years of financial services industry experience working as a financial advisor for individuals and families.
I work with the following types of clients:   High Net Worth Families , Individual Investors


Services

Investment Types:   Bonds , Mutual Funds , Stocks , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via email , Via phone , At your home , At my office


Qualifications & Memberships

Financial Organization Memberships:   Paladin Registry , Financial Planning Association (FPA)


Firm Information

Firm's Number of Clients:   333
Firm's Number of Planning Clients:   0
Firm's Number of Managed Clients:   333
Assets Managed by Firm:   $845,000,000
Advisor's Number of Clients:   70
Advisor's Number of Managed Clients:   70
Advisor's Number of Planning Clients:   70
Assets Managed by Advisor:   $65,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets


Education

Bachelor of Arts - Political Economics  University of California Berkeley - Berkeley, California
September 1985-May 1990



Faqs

  • Do you have a customer satisfaction or refund policy? Yes.
  • What are your qualifications? What is your education background? Having worked as an independent investment advisor since 1995 and with over 27 years of industry specific experience, I have helped many affluent individuals and families through a myriad of financial situations. This has provided me the experience and perspective clients should expect from a qualified investment advisor. I graduated from the University of California at Berkeley in 1990.
  • What is your approach to financial planning? At Dan Goldie Financial Services, we believe in a comprehensive approach to building and preserving wealth. While some advisors focus only on investments, we take a broader perspective. Building on our core asset class investing philosophy, we help clients combine a prudent investment strategy with a well-coordinated, overall financial and wealth management plan.
  • What services do you offer? I work to help simplify my clients' financial lives, optimize their investments, and organize their personal financial planning. I work closely with my clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.
  • How many clients do you currently manage? We have approximately 333 clients with approximately $845 Million in assets under management.
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Disclaimer

http://www.dangoldie.com/legal.html

Dirk Gilliard

Dirk Gilliard


With a passion for helping people invest wisely, Dirk has dedicated himself to educating and advising individuals and families on the benefits of evidence-based asset class investing. Utilizing Dimensional Fund Advisors institutional based investment solutions, he builds custom risk-based portfolios to help his clients reach their goals.

A graduate of the University of California at Berkeley, Dirk began his career in finance at the Pacific Coast Stock Exchange in San Francisco in 1991. For the next 14 years, Dirk developed his extensive investment knowledge and management expertise at SKBA Capital Management, Morgan Stanley, Emeritus Investment Management and Private Capital Management.

In 2005, Dirk was introduced to Dimensional Fund Advisors (dfaus dot com) and their unique academic based approach to investing. Combining rigorous research, disciplined processes and time tested data, Dirk has utilized their no-load low-cost mutual funds to deliver an outstanding investment experience to each and every one of his clients.

With the overwhelming success of his partner's book, The Investment Answer, and a shared investment philosophy and work ethic, Dirk joined Dan Goldie Financial Services in 2010; a firm consistently ranked as one of the top independent RIA's in the San Francisco Bay Area and one of the first to offer DFA Funds to their clients.

Dirk devotes his spare time to his family, charitable causes and swimming with the Stanford Masters swim club.

Communities Served

Alameda Alviso
Atherton Belmont
Ben Lomond Boulder Creek
Brisbane Brookdale
Burlingame Campbell
Castro Valley Cupertino
Davenport Dublin
Felton Fremont
Half Moon Bay Hayward
La Honda Loma Mar
Los Altos Los Gatos
Menlo Park Millbrae
Milpitas Montara
Moss Beach Mountain View
Newark Oakland
Pacifica Pescadero
Pleasanton Portola Valley
Redwood City San Bruno
San Carlos San Gregorio
San Jose San Leandro
San Lorenzo San Mateo
Santa Clara Saratoga
Scotts Valley South San Francisco
Sunnyvale Sunol
Union City All

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
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News & Events


Rene Vidal Blog
When: 02/23/2016
Details:Interview of my partner Dan by Rene Vidal, an author, leadership speaker and high performance coach for life & work. ...more


FT 300 - Top RIA's in the U.S.
When: 06/15/2016
Details:Dan Goldie Financial Services was listed by the Financial Times as one of the top 300 RIA's in the U.S. ...more


12 Books that every investment should own
When: 12/23/2015
Details:"Investing sounds simple enough ‚?? find an endeavor, put your money in the opportunity and let the profits roll in. There are countless varieties of investments from stocks, bonds, options, real estate, commodities, peer-to-peer lending and many more. In contrast with committing money to an insured bank savings account, investing typically involves trading additional risk for the opportunity for greater rewards." The list includes The Investment Answer, co-authored by my partner Dan. ...more


Pro Files - Athletes that made it big in business
When: 04/15/2015
Details:Video by Fortune Magazine and Sports Illustrated featuring my partner Dan Goldie. The link to the full story can be found here: http://www.si.com/tennis/2015/04/15/profiles-dan-goldie-tennis-financial-services ...more


17 Books About Money Everyone Should Read...
When: 09/14/2014
Click here to see detail


No More Excuses: Start Saving for Retirement
When: 11/03/2014
Click here to see detail


How Dan Goldie Plays the Winner's Game
When: 06/02/2014
Click here to see detail


The Power of Markets
When: 01/02/2014
Click here to see detail


Awards & Recognitions


Financial Times Top 300 RIAs in the U.S.
(06/15/2016)

This third edition of the Financial Times 300 has assessed US registered investment advisers (RIAs) on desirable traits for investors.? more


Barron's List of America's Top 1,200 Advisors
(03/04/2016)

"The ranking draws from all 50 states, plus the District of Columbia, and it‚??s the largest, most comprehensive of the annual advisor listings that we run. It includes private-wealth advisors of all stripes‚??from independents who own and operate their own practices to advisors from the large Wall Street firms. This special report lists the top advisors in each state, with the number of ranking spots determined by each state‚??s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors‚?? practices. Investment performance is not an explicit criterion because performance is often a function of each client‚??s appetite for risk. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves."? more

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