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.

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

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