David Magnuson (CFP®, JD)

David Magnuson focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

David is among a select group of investment managers with extensive estate planning, executive compensation, and family law experience. After working with hundreds of families and witnessing firsthand the shortcomings of the traditional active management model, he sought an approach to investing that places a client’s needs first at all times, not merely when those needs align with the interests of a financial institution or broker.  As independent, fee-only financial advisors, David and his two partners at Dan Goldie Financial Services manage over $800 million for over 300 clients.

David earned a JD with honors from Georgetown University and a BA from Stanford University. In addition, he was awarded the Certified Financial Planner™ designation after completing the required coursework at NYU. He attended Stanford on a full Naval Reserve Officer Training Corps scholarship and was the top-ranked graduate from among more than 100 trainees at five universities. Prior to graduating from law school, he drafted congressional testimony for a four-star admiral and managed several multi-billion-dollar budgets for the Navy’s renowned nuclear propulsion program.

As an attorney at Gibson, Dunn & Crutcher (consistently one of the top-ranked law firms in the world), David advised clients on complex executive compensation arrangements. He subsequently provided counsel to hundreds of families on topics ranging from sophisticated estate planning techniques to sensitive family matters, and he quickly developed a reputation as a top advisor in the Bay Area. Since 2008, David has advised clients on the disposition of more than $2 billion in assets.

NAPFA Start Date

March 21, 2018

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This Office

345 Lorton Ave. Suite 201 Burlingame, CA 94010 Phone: (650) 714-9439