Associate Wealth Advisor

Daniel Goldsmith

After Danny watched a $5,000 gift from his grandmother grow into a sum large enough to cover the entire cost of college, he was exposed to the potential benefits of prudent investing.  This sparked an interest in investment management and financial planning. Now he is happy to impart this knowledge onto others and eliminate his clients’ stresses by creating and implementing sound financial plans.

As part of a fiduciary culture, Danny counts on teamwork and collaboration to provide top-notch, comprehensive financial advice. He works with advisory teams to create and monitor Wealth Analyses, prepare meeting materials and rebalance client portfolios. He truly enjoys interacting with clients, both on a personal and professional level.

Danny joined Buckingham in 2016. He previously attended the University of Missouri, where he graduated with bachelor’s degrees in International Studies and Finance. He holds the Series 65 license.

Danny lives in San Francisco, California. He enjoys skiing in the winter, backpacking in the summer and golfing year-round.

Contact Daniel

Let's look at the big picture, together.