AeroLeads people directory · profile

Dirk Gilliard Email & Phone Number

Wealth Advisor at Focus Partners Wealth
Location: Palo Alto, California, United States 8 work roles 1 school
1 work email found @buckinghamadvisor.com 6 phones found area 415 and 650 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email d****@buckinghamadvisor.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Focus Partners Wealth
Role
Wealth Advisor
Location
Palo Alto, California, United States
Company size
123 employees

Who is Dirk Gilliard? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Dirk Gilliard is listed as Wealth Advisor at Focus Partners Wealth, a company with 123 employees, based in Palo Alto, California, United States. AeroLeads shows a work email signal at buckinghamadvisor.com, phone signal with area code 415, 650, and a matched LinkedIn profile for Dirk Gilliard.

Dirk Gilliard previously worked as Wealth Advisor at Buckingham Strategic Wealth and Wealth Advisor at Buckingham Strategic Wealth. Dirk Gilliard holds Ba, Political Economy from University Of California, Berkeley.

Company email context

Email format at Focus Partners Wealth

This section adds company-level context without repeating Dirk Gilliard's masked contact details.

{first_initial}{last}@buckinghamadvisor.com
86% confidence

AeroLeads found 1 current-domain work email signal for Dirk Gilliard. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Dirk Gilliard

Buckingham Strategic Wealth’s Stanford team is more than a money management firm. Our holistic approach helps you plan and organize all aspects of your financial life and make smart, long-term financial decisions. We have built long-standing relationships with leading academics and professionals in finance which give us a unique understanding of investing that we utilize in managing portfolios for clients.Our team has been serving wealthy clients in the Bay Area and around the country since 1991, previously as Dan Goldie Financial Services, before joining Buckingham in 2019. Our goal is to provide unbiased advice that is based on evidence, rather than emotion, and focused on each client’s specific goals and values.

Listed skills include Wealth Management, Investments, Portfolio Management, Investment Advisory, and 26 others.

Current workplace

Dirk Gilliard's current company

Company context helps verify the profile and gives searchers a useful next step.

Focus Partners Wealth
Focus Partners Wealth
Wealth Advisor
Palo Alto, CA, US
Website
buckinghamstrategicpartners.com
Employees
123
AeroLeads page
Company profile
View company profile Email format
8 roles

Dirk Gilliard work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Buckingham Strategic Wealth

Clayton, Missouri, US

With a career in wealth management spanning three decades, Dirk takes an educational and consultative approach to providing advice. He incorporates the principles of modern finance as well as academic and professional research to help guide his clients through the often complex and counterintuitive world of investing and personal finance.As a wealth.

Feb 2019 - Present

Partner

Dan Goldie Financial Services Llc
  • Dan Goldie Financial Services is an independent financial advisor, financial planner, and investment advisor based in Palo Alto, California. Recently named one of the Top RIA's in the U.S. by both Barron’s Magazine and.
  • Independent: As an independently owned and operated business, our allegiance is solely to you. We are not owned by or affiliated with any other entity, so our advice and creativity is unconstrained.
  • Experienced: We have advised hundreds of investors over the last 25 years and been frequently recognized as one of the top financial advisors in the United States.
  • Fiduciary: we have a legal, fiduciary duty to put your interests first. We always act in the best interests of our clients.
  • Holistic: In addition to investment advice, we also provide complete personal financial planning to help you and your family make smart overall decisions with your money.
  • Collaborative: It is our passion to work together with you to solve your financial problems. We are trusted advisors and educators, and do not sell any financial products.
Jan 2011 - Feb 2019

President & Founder

Gilliard Capital Management
Oct 2008 - Dec 2010

Principal

Private Capital Management
Apr 2005 - Sep 2008

Partner

Emeritus Investment Management, Inc.
Mar 1995 - Apr 2005

Financial Advisor

Morgan Stanley

New York, NY, US

Mar 1994 - Mar 1995
Team & coworkers

Colleagues at Focus Partners Wealth

Other employees you can reach at buckinghamstrategicpartners.com. View company contacts for 123 employees →

BM Brandi Mccoy Brandi Mccoy Colleague at Focus Partners WealthSt Louis, Missouri, United States, United States View → RR Roger Rowe, Cfp® Roger Rowe, Cfp® Colleague at Focus Partners WealthCoeur d'Alene, Idaho, United States, United States View → PM Paige Mabrey Paige Mabrey Colleague at Focus Partners WealthO'Fallon, Missouri, United States, United States View → JM Jeremy Miller, Crpc®, Bfa™ Jeremy Miller, Crpc®, Bfa™ Colleague at Focus Partners WealthGreater Sacramento, United States View → LB Lia Billups Lia Billups Colleague at Focus Partners WealthSan Francisco Bay Area, United States View → TH Tim Hacker Tim Hacker Colleague at Focus Partners WealthTorrance, California, United States, United States View → NF Nicole Fowler Nicole Fowler Colleague at Focus Partners WealthSan Jose, California, United States, United States View → MP Monica Pires Monica Pires Colleague at Focus Partners WealthSan Francisco Bay Area, United States View → AC Austin Campbell Austin Campbell Colleague at Focus Partners WealthSt Louis, Missouri, United States, United States View → AC Ashley Caragio Ashley Caragio Colleague at Focus Partners WealthSan Francisco Bay Area, United States View →
1 education record

Dirk Gilliard education

  • University Of California, Berkeley
    University Of California, Berkeley
    Political Economy
FAQ

Frequently asked questions about Dirk Gilliard

Quick answers generated from the profile data available on this page.

What company does Dirk Gilliard work for?

Dirk Gilliard works for Focus Partners Wealth.

What is Dirk Gilliard's role at Focus Partners Wealth?

Dirk Gilliard is listed as Wealth Advisor at Focus Partners Wealth.

What is Dirk Gilliard's email address?

AeroLeads has found 1 work email signal at @buckinghamadvisor.com for Dirk Gilliard at Focus Partners Wealth.

What is Dirk Gilliard's phone number?

AeroLeads has found 6 phone signal(s) with area code 415, 650 for Dirk Gilliard at Focus Partners Wealth.

Where is Dirk Gilliard based?

Dirk Gilliard is based in Palo Alto, California, United States while working with Focus Partners Wealth.

What companies has Dirk Gilliard worked for?

Dirk Gilliard has worked for Focus Partners Wealth, Buckingham Strategic Wealth, Dan Goldie Financial Services Llc, Gilliard Capital Management, and Private Capital Management.

Who are Dirk Gilliard's colleagues at Focus Partners Wealth?

Dirk Gilliard's colleagues at Focus Partners Wealth include Brandi Mccoy, Roger Rowe, Cfp®, Paige Mabrey, Jeremy Miller, Crpc®, Bfa™, and Lia Billups.

How can I contact Dirk Gilliard?

You can use AeroLeads to view verified contact signals for Dirk Gilliard at Focus Partners Wealth, including work email, phone, and LinkedIn data when available.

What schools did Dirk Gilliard attend?

Dirk Gilliard holds Ba, Political Economy from University Of California, Berkeley.

What skills is Dirk Gilliard known for?

Dirk Gilliard is listed with skills including Wealth Management, Investments, Portfolio Management, Investment Advisory, Strategic Financial Planning, Financial Advisory, Wealth Management Services, and Financial Services.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.