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Dan Goldie          

Top-Ranked Financial Advisor and Author of "The Investment Answer"

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.

Speech Topics

The Investment Answer: The Five Key Decisions Every Investor Must Make

Most people are not good investors. They dont save enough and their investments usually underperform markets by a wide margin. This is not surprising because we are not taught about personal finance in school, and the media and financial services industry often cause us to make poor investment decisions that lead to subpar results. To make matters worse, because of how our brains are hardwired, we tend to make emotional investment mistakes that are very costly.

From the podium, best-selling author and top-ranked financial advisor, Dan Goldie, inspires audiences to change the way they save and invest and shows them exactly how to do it. He clearly explains the mistakes that most people make, how the financial services industry is failing investors, and why most of us need to save more and invest smarter. Armed with this knowledge and motivated to make a change, we can all be successful investors by making five important, but straightforward decisions.

  1. The Do-It-Yourself DecisionShould you try to invest on your own or seek help from an investment professional? And if so, which type of advisor is best?

  2. The Asset Allocation DecisionHow should you allocate your investments among stocks, bonds, and cash.

  3. The Diversification DecisionWhich specific asset classes within these broad categories should you include in your portfolio, and in what proportions?

  4. The Active versus Passive DecisionShould you favor an actively managed approach to investing that seeks to outsmart the market, or a passive approach that delivers market-like returns?

  5. The Rebalancing DecisionWhen should you sell certain assets in your portfolio and when should you buy more?

News

WHAT EVER HAPPENED TO . . . DAN GOLDIE, '86 At the Top of His Game
A decade ago, Dan Goldie stood on Court One at Wimbledon facing Jimmy Connors in the second round. The crowd clearly favored Connors, the two-time Wimbledon champ who was reaching the end of his career.

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