Dan Goldie Named to the Barron's Top 100 Independent Financial Advisors in the U.S. List

Dan Goldie, a former professional tennis player and current investment advisor to wealthy individuals and families in Menlo Park, California, has been ranked #37 among the top 100 independent financial advisors in the U.S. by Barron's.

Full Barron's Article

Menlo Park, CA (PRWEB) September 1, 2007 -- Dan Goldie Financial Services, a leading investment advisory firm in Menlo Park, California, today announced that Dan Goldie has been ranked #37 among the top 100 independent financial advisors in the United States by Barron's in their August 27th edition. This is the first list of its type Barron's has published, reflecting the increased prominence of independent financial advisors. The rankings were determined by industry consultant R.J. Shook of the Winner's Circle in Boca Raton, Florida, and were based on assets under management, revenues and profits generated, and quality of service.

After graduating from Stanford University in 1986, Mr. Goldie played professional tennis for five years and then started his own investment advisory business in Menlo Park in 1991 when he was 27. Now at age 43, his business has grown to over $450 million in assets under management serving over 200 wealthy individuals and families mostly in the San Francisco bay area.

Mr. Goldie's business operation is highly disciplined. The most unique aspect of Mr. Goldie's business is that he has never had any employees, choosing instead to outsource all back-office operations to outside providers. His current outsource provider is located in Santa Barbara and handles activities such as securities trading, client reporting, and technology management, which allows Mr. Goldie to spend all of his time directly working with clients.

Mr. Goldie says, "I think this is the most efficient way for me to run my business. I spend my time where I can add the most value for clients, and hire others to do ancillary functions. The key for me is that I don't have to manage those people with my outsourced model. Today's technology makes this possible."

Dan Goldie is a financial advisor to wealthy individuals and families. He is located in Menlo Park, California. Investment Advisory services provided through Partnervest Advisory Services LLC. Mr. Goldie holds an A.B. in economics from Stanford University and an M.B.A. from the University of California at Berkeley.

For further information contact:
Dan Goldie
750 Menlo Avenue, Suite 200
Menlo Park, CA 94025
650-566-1121
http://www.dangoldie.com

About Dan Goldie Financial Services
Dan Goldie is a fully independent fee-only advisor who has spent the last 14 years helping investors realize their personal financial goals. Mr. Goldie currently oversees more than $250 million of client assets. He is co-author of "The Prudent Investors Guide to Beating Wall Street at Its Own Game", published by McGraw-Hill. Mr. Goldie is a frequent speaker at investment workshops and educational seminars and has been quoted in the Wall Street Journal, the San Francisco Examiner, Personal Financial Planning Magazine, Stanford Magazine, Cal Business Magazine, and other business and financial publications. He holds a BA degree in economics from Stanford University and an MBA degree from the Walter A. Haas School of Business. He holds the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP) certification and is a member of the Institute of Chartered Financial Analysts, the Association of Investment Management and Research, and the Security Analysts of San Francisco.


About Partnervest Financial Group
Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a privately owned full-service financial services company. Partnervest provides superior, unbiased wealth management solutions for investors and the advisors that serve them. Partnervest and its wholly owned subsidiaries, Partnervest Securities, Inc. (Member NASD/SIPC), Partnervest Advisory Services LLC, a Registered Investment Advisor, and Partnervest Insurance Services LLC, an Insurance Agency, provide the full spectrum of financial services and products, as well as back-office operations, compliance, and business consulting services. For further information, contact Partnervest at (888) 991-9969 or at www.partnervest.com.