Dan Goldie Finanical Services

Palo Alto CA located in the heart of Silicon Valley is a vibrant city known for its innovation and technology. With a rich history and a lively atmosphere it is home to prestigious institutions like Stanford University. The city's beautiful parks diverse dining options and cultural attractions make it an appealing place for residents and visitors alike including financial advisors like Dirk Gilliard who cater to the needs of a dynamic clientele. Generated from this place's information

Sonny Gulati is a Managing Director in Wealth Management at UBS Financial Services Inc., located in Palo Alto, CA. With a commitment to understanding clients' comprehensive financial needs, he provides tailored wealth advice that encompasses both personal and business priorities. Recognized as an industry leader, Sonny has been featured in Forbes' Best in State Wealth Advisors from 2019 to 2025. His extensive experience includes advising corporate executives on asset allocation, investing, estate planning strategies, and more, ensuring clients receive specialized guidance backed by UBS's global resources. Generated from the website

Visit our office today located in Palo Alto, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.