Dan Goldie, an investment advisor to wealthy individuals and families in Menlo Park, California, has just been ranked #11 among the top 25 wealth advisors in the San Francisco Bay Area.
Menlo Park, CA (PRWEB) August 31, 2007 -- Dan Goldie Financial Services, a leading investment advisory firm in Menlo Park, California, today announced that Dan Goldie has just been ranked #37 among the top 100 independent financial advisors in the United States by Barron's newspaper.
The San Francisco Bay Area is a region known for its large numbers of wealthy individuals and sophisticated advisors who cater to them. In fact, the 25 advisers on the list together manage over $20 billion in assets.
"I am honored to be considered one of the top wealth advisors in the San Francisco Bay Area," said Mr. Goldie. "I want to thank my clients for their trust and confidence, and to let them know that I will continue to work hard to help them achieve their financial goals."
The San Francisco Business Times asked the Winner's Circle, an independent organization that evaluates financial advisors, to create a list of "The Bay Area's Top 25 Independent Wealth advisers." The list was published by the San Francisco Business Times in its May 18-24 edition.
The Winner's Circle provides research on investment advisors for several publications. They rank advisers based on qualitative and quantitative criteria designed to measure client satisfaction and retention as well as an advisor's business growth and profitability. Other factors including experience and education are also included in their evaluation criteria.
Although portfolio performance is not specifically considered due to the difficulty of auditing results and adjusting for different investment styles and risk tolerances, the Winner's Circle believes an advisor's asset growth and ability to attract and retain clients is a good proxy for performance results.
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.
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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