Daniel Goldie

Daniel C. Goldie is a Senior Wealth Advisor at Focus Partners Wealth in Palo Alto, California. Focus lists him as a CFA charterholder and CFP professional, with an official Focus email, phone number, and Palo Alto office address. Public profiles and publisher biographies describe him as a longtime financial advisor rather than a venture-capital or startup angel investor.

Goldie earned a bachelor’s degree in economics from Stanford University and an MBA from the University of California, Berkeley’s Haas School of Business. Before his investment career, he was a professional tennis player: Focus says he won the 1986 NCAA men’s singles title, won four professional titles, reached the Wimbledon quarterfinals, and reached the round of 16 at both the U.S. Open and Australian Open.

He began his investment career in 1991 after retiring from the ATP Tour. Hachette’s author biography identifies him as president of Dan Goldie Financial Services, LLC, a registered investment advisory firm, and says he was recognized by Barron’s as one of the top 100 independent financial advisors in the United States. More recent biographies list him at Focus Partners Wealth and note that he co-authored *The Investment Answer* with Gordon Murray.

Goldie’s public investment identity is built around fiduciary advice, evidence-based asset allocation, passive versus active investing decisions, rebalancing, and retirement planning. His forthcoming book *The Retirement Answer: The Six Key Decisions Every Retiree Needs to Make* is scheduled for publication by Harriman House on September 29, 2026.

• Goldie’s verified public investment focus is personal-wealth portfolio construction, not seed-stage startup investing.
• His stated framework in *The Investment Answer* centers on five investor decisions: whether to use an advisor, allocation among stocks/bonds/cash, asset-class selection, active versus passive investing, and rebalancing/selling decisions.
• Focus Partners describes his work around fiduciary duty and asset-class investing; the firm’s broader investment process emphasizes diversification, low costs, tax-aware portfolios, and research-based portfolio construction.
• His approach is explicitly educational and long-term. Hachette describes *The Investment Answer* as giving “advice that benefits you, not Wall Street.”
• No public source reviewed verified a check size, seed-stage strategy, or venture/angel investment thesis for Goldie.