Emilie Goldman
Financial Planner, Owner @Tamarind Financial Planning
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WORK HISTORY
Financial Planner, Owner @Tamarind Financial Planning
San Mateo, CA, US
We work exclusively with Bay Area families who want to meet their financial life goals. We know you’re busy with parenting, work and life. We’re here to make money matters easier and help you achieve financial serenity.**Our expertise helps you achieve financial goals, giving you confidence you are on the right path.**You (and your spouse/partner) will gain clarity about your family’s financial values and priorities.**You’ll make financial decisions with a newfound assurance and ease.**When your investments are in order, you’ll sleep better and feel better.
EDUCATION
University of Denver
B.S.B.A., Finance/Marketing
University of California, Berkeley, Haas School of Business
M.B.A., Finance/Marketing
SKILLS
ABOUT EMILIE GOLDMAN
Fee-Only Certified Financial Planner with over 30 years of experience with investments, retirement, estate planning, cash flow analysis, college funding and divorce financial planning. Skilled at pulling all aspects of a family\'s financial life together into a meaningful whole. Certified Financial Planner Certificant, Chartered Financial Analyst.Specialties: fee-only, comprehensive financial planning, financial planner, investment management, cfp, cfa, college funding, divorce financial planning, financial planning for women, caring for aging parents, long-term care, life insurance, estate planning strategies, charitable giving, tax planning
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