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Dan Goldie Named to 2008 Bay Area's Top 25 Wealth Advisors List by San Francisco Business Times

Menlo Park, CA (PRWEB) June 1, 2008 -- Dan Goldie Financial Services, a leading wealth advisory firm in Menlo Park, California, today announced that Dan Goldie has been ranked #11 among the top 25 wealth advisors in the San Francisco Bay Area by the San Francisco Business Times for 2008. Mr. Goldie was also named to the inaugural 2007 list.

"I am honored to be ranked among the top wealth advisors in the San Francisco Bay Area again this year," said Mr. Goldie. "I want to thank the San Francisco Business Times for emphasizing the positive aspects of our industry and the many hard-working advisors who are providing excellent service for their clients."

According to the San Francisco Business Times, the wealth management business in the San Francisco Bay Area is booming. Clients are realizing that their own investments may be too burdensome amid today's complex economic and financial troubles. Beyond the current financial turmoil, the future looks bright for the wealth management industry with its long-term relationships and personalized client service.

Mr. Goldie said, "Success in this business comes from building client trust over many years. I am in the business of providing peace of mind by helping clients achieve their important, lifelong financial goals and make smart financial decisions. My clients know they can depend on me."

The San Francisco Business Times teamed up for the second year in a row with the Winner's Circle LLC, an independent organization that evaluates financial advisors, to create the list of "The Bay Area's Top 25 Independent Wealth Advisers." The list was published by the San Francisco Business Times in its May 23-29 edition.

The Winner's Circle LLC 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. Each year they receive more than 7,000 nominations of qualified advisors.

Dan Goldie is a wealth advisor to 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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