Emilie

Goldman

,

CFA, CFP®, GFP Fellow

Financial Planner
at
Tamarind Financial Planning
1900 S. Norfolk Street, Suite 350, San Mateo, CA 94403
United States
Fee-only,Percentage of AUM,Project-Based,Quarterly Fee,Monthly Fee,Annual Fee

Firm Details

Tamarind Financial Planning
1900 S. Norfolk Street, Suite 350, San Mateo, CA 94403

We provide comprehensive financial life planning and investment management.

650.667.8691
emilie@tamarindfinancial.com

Countries of Expertise

United States

Biography

Emilie R. Goldman, CFA, CFP®, is the founder of Tamarind Financial Planning. Before launching Tamarind Financial Planning in 2010, Emilie held leadership roles in three Bay Area investment management firms. In a career “aha-moment,” Emilie realized that helping families define and achieve their most cherished financial life goals, was much more personally satisfying – and impactful – than the investment-focused roles she held previously. Emilie holds an MBA from the Haas School of Business at UC Berkeley and received her undergraduate degree in finance and marketing from the University of Denver.

Specialties

Equity Compensation, Life Planning, ESG Investing

Billing Types

Fee-only,Percentage of AUM,Project-Based,Quarterly Fee,Monthly Fee,Annual Fee

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