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750 Menlo Avenue, Suite 200, Menlo Park, CA 94025.
Ph: (650) 566-1121
Fax: (650) 566-1122

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Services Offered
Financial Advising, Financial Planning, Wealth Management

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Dan Goldie Financial Services

Daniel C. Goldie, CFA, CFP, PresidentDan Goldie is the President and Founder of Dan Goldie Financial Services. For nearly two decades he has devoted his professional career to helping individual investors and their families realize their investment and financial goals. They are an independent financial advisor, financial planner, and wealth manager. They can help you simplify your financial life, optimize your investments, and organize your personal financial planning.

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