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Emilie R. Goldman

Helping busy families create financial freedom with financial planning and investment advice

Tamarind Financial Planning
OWNER

San Mateo

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Portfolio Management
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Tamarind Financial Planning 9 years, 2 months Oct 2010 - Present
Blue Oak Capital, LLC 1 year, 8 months Jan 2009 - Sep 2010

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute
  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Emilie Goldman

Why I (yes, I!) hired a financial planner
Published 2015-03-20 14:00:06
College Financial Planning for Young Parents
Published 2015-02-19 22:08:15
Money For College
Published 2015-02-19 21:34:30
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    What's the best distribution between college savings and retirement savings?
    Hi Mya,The first step is to quantify your college and retirement goals. How much do you actually need to save for college? Is it important to you to pay 100% of your children's college education? Do you hope to send your kids to private or public university? Do some research to the costs of differe...  (more)
    Answered Feb 2015
    How can I start saving for retirement if I'm a college grad with few funds and no benefits?
    Hi Elizabeth,As a recent college grad beginning to build your financial foundation, consider your other financial goals - in addition to retirement. Having a contingency fund of 3-6 months of expenses to cover any time you are out of work is an immediate priority. Other possible savings goals: car...  (more)
    Answered Feb 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Oct 15, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Assets

      There are no assets to display at this time.

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements