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Dan Goldie, Speaker & Booking Information

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About Dan Goldie,

Dan Goldie, Biography

"Without any customers or resources under administration, Dan turned into a free monetary counsel in 1991. What he had was a long lasting drive as a self-starter and the inspiration to assist individuals with accomplishing monetary security. All through his profession, Dan has utilized that energy to turn into an unmistakable voice in the monetary arranging industry and help change the manner in which numerous individuals contribute.

Dan Goldie Financial Services turned into a main abundance the board firm, one based on the foundation of resource class contributing utilizing minimal effort, inactively oversaw vehicles. In 2019, Dan Goldie Financial Services joined Buckingham Strategic Wealth.

In 2011, Dan and Gordon Murray co-composed The Investment Answer, which turned into a No. 1 New York Times hit that has been distributed in 10 dialects. In an unmistakable and succinct way, The Investment Answer plots the five most significant choices speculators need to make and has become an instrument monetary counsels around the globe have used to teach their customers. Dan has utilized the accomplishment of his firm and book to advance probably the main putting fundamentals he trusts in: charge just monetary exhortation, a trustee obligation for counsels, resource class putting and top to bottom customer schooling.

Making progress some time before he entered the monetary business, Dan won the 1986 NCAA singles title in men's tennis and afterward thrived as an expert. He won four expert titles and arrived at the quarterfinals of Wimbledon and the round of 16 at the U.S. Open and Australian Open before his vocation was stopped by injury. After not playing for a very long time, he got back to activity in 2015 and prevailed upon the 50 U.S. public hard-and grass-court titles.

Dan has been perceived as one of the business' top monetary counselors by Barron's, Financial Times and the San Francisco Business Times, and his story has been told by power source that incorporate The New York Times, The Wall Street Journal, ABC News, Fox News, NPR and U.S. News and World Report. He was profiled in Sports Illustrated and Fortune in their arrangement on expert competitors who have become effective CEOs.

Dan holds a four year college education in financial matters from Stanford University and a MBA from U.C. Berkeley's Walter A. Haas School of Business. He has acquired his Certified Financial PlannerTM and Chartered Financial Analyst assignments.

Dan is hitched and has four youngsters. A local of McLean, Va., he presently lives in Los Gatos, Calif."

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