Emilie R. Goldman, CFP®, CFA Tamarind Financial Planning
- 1900 S. Norfolk St. Suite 350, San Mateo, CA 94403
- (650) 667-8691
About Emilie R. Goldman, CFP®, CFA
Emilie began her career in personal finance as an investment analyst. She worked for 3 boutique wealth management firms before founding Tamarind Financial Planning.
Emilie’s “A Ha,” career moment…
“The path of my career took a sharp turn when I realized that taking a holistic approach to finance planning, and helping families define and achieve their most cherished financial life goals, is much more personally satisfying – and impactful – than the investment-focused roles I held previously.”
This realization has led to her focus on creating financial freedom for busy families like her own.
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. She is a Certified Financial Planner TM professional and a Chartered Financial Analyst. She is a member of the CFA Institute, the Securities Analysts of San Francisco, and the Financial Planning Association.
Emilie thoroughly enjoys being a mom. In her spare time, she loves running marathons – especially with her sisters, practicing Bikram (hot) yoga, exploring the US on road trips, cooking, and reading voraciously.
- Equity Recipients (RS/RSU SOP ESPP)
- FIRE (Financial Independence Retire Early)
- Gen X
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $400+/mo
- Flat Fee: $5400+/engagement
- Hourly Fee: $450+/hr
- Assets Under Management: 1.00%