TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Daniel C Goldie CFP

Mr Daniel C Goldie CFP

Dan Goldie Financial Services LLC

2409 Park Blvd # C-102, Palo Alto, CA

90% Trust Score
Compensation
Fee Only
Min. Assets
$1,000,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, General Financial Planning, Investment Management, Investment Planning, Planning for Couples, Retirement Income Management, Retirement Planning

Client Reviews (1 reviews)

😊
1 Happy
😞
0 Unhappy
🤔
0 Neutral