David is among a select group of investment advisors with extensive estate planning, executive compensation, and family law experience. After working with hundreds of families and witnessing firsthand the shortcomings of traditional investment methods, he sought an approach that places a client’s needs first at all times, not merely when those needs align with the interests of a financial institution or broker. He believes that attempting to beat the financial markets by timing trades or picking individual stocks is rarely a productive long-term strategy, and his commitment to low-cost, asset class investing naturally led him to Dan Goldie Financial Services.
David earned a J.D. with honors from Georgetown University and a B.A. from Stanford University. In addition, he was awarded the CERTIFIED FINANCIAL PLANNER designation after completing the required coursework at NYU. He attended Stanford on a full Naval Reserve Officer Training Corps scholarship and was the top-ranked graduate from among more than 100 trainees at five universities. Prior to graduating from law school, he drafted congressional testimony for a four-star admiral and managed several multi-billion-dollar budgets for the Navy’s renowned nuclear propulsion program.
As an attorney at Gibson, Dunn & Crutcher (consistently one of the top-ranked
law firms in the world), David advised clients on complex executive compensation arrangements. He subsequently provided counsel to hundreds of families on topics ranging from sophisticated estate planning techniques to sensitive family matters, and he quickly developed a reputation as a top advisor in the Bay Area. Since 2008, David has advised clients on the disposition of more than $2 billion in assets.
David has three children and lives with his wife in Half Moon Bay. When he isn’t working or traveling with his family, he enjoys running, writing, playing classical piano, surfing, and baking and eating chocolate chip cookies.