Emilie R. Goldman, CFP®, CFA Tamarind Financial Planning

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About Emilie R. Goldman, CFP®, CFA

I founded Tamarind Financial Planning in 2010 after holding leadership roles in three Bay Area investment management firms.

In a career “aha-moment,” 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 led to my focus on financial life planning. I love supporting my clients as they envision and achieve their own unique vision of true wealth.

I earned my MBA from the Haas School of Business at UC Berkeley and received my undergraduate degree from the University of Denver. I am trained in Financial Life Planning through Money Quotient and hold the Global Financial Planner (USA) designation.

I live in San Carlos with my husband and teenage son and enjoy frequent visits from our two older daughters. Outside of work, I love running and hiking on the many trails of the Bay Area, exploring the US on road trips, spending time with my extended family in Colorado, Oregon and Israel, cooking, and reading.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Financial Life Planning
  • Gen X
  • Investment Planning & Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $600+/mo
  • Quarterly Fee: $1800+/qtr
  • Flat Fee: $7200+/engagement
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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