Dirk Gilliard Location
- Palo Alto, CA, US
Dirk Gilliard Work
- 2019 -now Senior Wealth Advisor @
- 2019 -2025 Wealth Advisor @
- 2011 -2019 Partner @ Dan Goldie Financial Services LLC
- 2008 -2010 President and Founder @ Gilliard Capital Management
- 2005 -2008 Principal @ Private Capital Management
- 1995 -2005 Partner @ Emeritus Investment Management, Inc.
- 1994 -1995 Financial Advisor @
Dirk Gilliard Education
- University of California, Berkeley
BA (Political Economy)
1988-1990
Dirk Gilliard Skills
- Wealth Management
- Financial Planning
- Investments
- Investment Advisory
- Asset Allocation
- Retirement Planning
- Strategic Financial Planning
- Portfolio Management
- Asset Managment
- Investment Strategies
- Estate Planning
- Retirement
- 401k Rollovers
- Mutual Funds
- ETFs
- Alternative Investments
- IRAs
- REIT
- Wealth Management Services
- Financial Services
- Equities
- Asset Management
- Wealth
- Hedge Funds
- Financial Advisory
- Finance
- Trusts
- High Net Worth Individuals
- Real Estate
- Management
- Customer Service
- Change Management
- Sales
Dirk Gilliard Summary
- Dirk Gilliard, based in Palo Alto, CA, US, is currently a Senior Wealth Advisor at Focus Partners Wealth. Dirk Gilliard brings experience from previous roles at Focus Partners Wealth, Dan Goldie Financial Services LLC, Gilliard Capital Management and Private Capital Management. Dirk Gilliard holds a 1988 - 1990 BA in Political Economy @ University of California, Berkeley. With a robust skill set that includes Wealth Management, Financial Planning, Investments, Investment Advisory, Asset Allocation and more. Dirk Gilliard has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Dirk Gilliard?
Find contact details for 700 million professionals.
Top Focus Partners LLC Employees
Mark Driscoll
Regional Director
Boston, MA, US
Melissa Ciotoli
Managing Director and Senior Wealth Advisor
Westport, CT, US
Liz Talbot
Managing Director and Senior Wealth Advisor
Boston, MA, US
Jeremy Heffernan
Strategic Accounts Director
Los Angeles, CA, US
Jonathan Scheid
President
San Jose, CA, US
Dirk Gilliard
Senior Wealth Advisor
Palo Alto, CA, US
Panch Romero
Regional Director
New Braunfels, TX, US
Carter Schmid
Regional Director
St. Louis, MO, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co