Tamarind Financial Planning
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About
Tamarind Financial Planning works with individuals, high-net-worth clients, and pension and profit-sharing plans, offering comprehensive financial planning, portfolio reviews, project-based advice, and pension consulting. The firm delivers investment recommendations and planning on a fee-only basis and, when investment management is needed, arranges non-discretionary or third-party discretionary management through vetted sub-advisers.
The firm’s investment approach centers on customized financial plans and asset allocation grounded in Modern Portfolio Theory, with recommendations calibrated to each client’s time horizon, risk tolerance, and other personal factors. Day-to-day portfolio implementation is typically delegated to sub-advisers who are selected through due diligence and may be given discretionary authority to manage accounts.
Tamarind is notable for maintaining five physical offices despite a small advisory team and roughly 50 clients, a footprint that is uncommon for similarly sized supported firms. It also emphasizes client education—providing pension participant education and leveraging sub-adviser and custodian educational conferences and workshops—and integrates an outsourced estate-planning platform (Wealth.com) into its planning process for clients.
Client services
Expertise
Fee options
One-time financial planning plan development fee: $4,000 - $10,000; Wealth.com estate planning fee: $1,500 - $2,000 per estate plan.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Project-Based Financial Advice hourly rate up to $600 per hour with a minimum 3 hours.
Account minimum: $1,000,000 (minimum to waive $10,000 minimum annual fee for clients receiving both financial planning and investment management services) Minimum fee: Minimum annual fee of $10,000 applies for clients receiving both financial planning and investment management services unless client has at least $1,000,000 under management (minimum then waived). Minimum fee may be waived at firm's discretion. Fee-only: Financial Planning: One-time plan development fees $4,000 - $10,000; Ongoing financial planning fees $4,000 - $10,000, charged monthly or quarterly in advance; Project-based financial advice hourly up to $600/hour with minimum 3 hours; Wealth.com estate planning fees $1,500 - $2,000 (one-time). All financial planning fees are fee-only.
Main office
1900 S. Norfolk Street, Suite 350
San Mateo CA 94403
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Emilie Remmerde Goldman · Goldman, Emilie R. · Goldman, Emilie, Remmerde · Tamarind Financial Planning · Tamarind Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Patrick M
CFP®, Series 65
San Mateo, CA
Tamarind Financial Planning
Patrick Mc Donnal is a CFP® and Series 65-registered advisor with Tamarind Financial Planning, based in San Mateo, CA. He has been with Tamarind since 2024 and has additional experience as an applications engineer at Indicate Technologies and as a high school athletic coach. Outside of his advisory role, he is involved in automated inspection technology and coaching athletic teams. Tamarind Financial Planning serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing comprehensive financial planning, portfolio reviews, and project-based advice on a fee-only basis. The firm emphasizes customized financial plans and asset allocation using Modern Portfolio Theory and generally delegates portfolio management to selected sub-advisers.
Ariadne H
CFP®
San Mateo, CA
Tamarind Financial Planning
Practicing financial planning since 2008, I came to this profession out of a desire to help others and work in a meaningful profession where I impact lives positively. A graduate of Smith College, I worked in consulting and marketing earlier in my career, which brings a broad perspective to my clients' financial lives. As a partner at Tamarind Financial Planning, I focus on George Kinder's Life Planning techniques, delving deeper into what clients want to get out of their time on this earth so we can direct their finances towards that end. Having lived in France, India, and the UK, I specialize in helping those with cross-border situations navigate complex financial journeys. I love the outdoors, yoga, Pilates, reading, and meditation. Married to an academic working in Climate Finance involves inevitable travel, and with our two children now pursuing studies and work, we are embracing life as fresh empty nesters! I welcome the opportunity to hear your story and help you plan your future.
Emilie G
CFP®, CFA®
San Mateo, CA
Tamarind Financial Planning
Emilie Goldman is a CFP® and CFA® with 17 years of industry experience. She has been with Tamarind Financial Planning since 2010. Tamarind Financial Planning serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing comprehensive financial planning and portfolio advice on a fee-only basis. The firm’s approach focuses on customized financial plans and asset allocation based on Modern Portfolio Theory, typically delegating portfolio management to vetted sub-advisers.
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