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Featured Business Financial Advisor in Palo Alto, CA
Palo Alto Financial Advisors
Buckingham Strategic Wealth
2409 Park Boulevard
Palo Alto, CA 94306
“Forever standing on the side of our clients.”
Advisor Profile
Dirk Gilliard
Name:  Dirk Gilliard
Disclosure Link:
https://buckinghamadvisor.co...
ADV Form II Link:
http://sdrv.ms/13JpcyA

Disclaimer
https://buckinghamadvisor.com/people/dirk- gilliard/

About Buckingham Strategic Wealth

The essence of our approach is based on a pledge to act in your best interests.

This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know you, your family, your goals and your most important dreams. It means crafting a plan that touches on ? and improves ? the most important aspects of your life.

The cornerstone of our approach is our investment philosophy, which is built on a deep understanding of how to best capture the returns of the financial markets. Our approach is based on established facts and real evidence, not empty opinions or the media?s ?flavor of the month? speculation.

Investment planning is, of course, just one part of the Buckingham experience. How do your taxes impact your savings? Do you have the right insurance? Do you have an estate plan? Are you taking on the right amount of risk? As your trusted advisor, these are the questions we help you answer. Our goal is to free you from worrying about the daily ups and downs of the market, so you can focus on the things that really matter.

We look forward to discussing with you how we can become your trusted financial advocate.
 

General Information

Gender:    Male
CRD#:    2132341
Firm CRD#:    143323
SEC File#:    801-67640
Name of Broker/Dealer:    n/a
Name of Custodial Firm:    Charles Schwab, Fidelity, TD Ameritrade
States Licensed in:    Not Applicable
States Willing to do Business in:    Alameda,Alviso,Atherton,Belmont,Ben Lomond,Boulder Creek,Brisbane,Brookdale,Burlingame,Campbell,Castro Valley,Cupertino,Davenport,Dublin,Felton,Fremont,Half Moon Bay,Hayward,La Honda,Loma Mar,Los Altos,Los Gatos,Menlo Park,Millbrae,Milpitas,Montara,Moss Beach,Mountain View,Newark,Oakland,Pacifica,Pescadero,Pleasanton,Portola Valley,Redwood City,San Bruno,San Carlos,San Gregorio,San Jose,San Leandro,San Lorenzo,San Mateo,Santa Clara,Saratoga,Scotts Valley,South San Francisco,Sunnyvale,Sunol,Union City,All
Years of Experience in Financial Services:    28
Number of Years with Current Firm:    0
Work Experience:    Over 28 years of financial services industry experience working as a financial advisor for individuals and families.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses, High Net Worth Families
 

Education

Academic Background
 
UC Berkeley 1990
 

Services

Investment Types:    Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, Via email, At your home, At my office, At your office, Video Conference
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA), Paladin Registry
 

Firm Information

Firm's Number of Clients:    7736
Firm's Number of Planning Clients:    7736
Firm's Number of Managed Clients:    7736
Assets Managed by Firm:    15662000000
Advisor's Number of Clients:    160
Advisor's Number of Managed Clients:    160
Advisor's Number of Planning Clients:    160
Assets Managed by Advisor:    105000000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    1000000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Dirk Gilliard

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