Emilie R. Goldman,  CFP<sup>&reg;</sup> - Financial Advisor

Emilie R. Goldman, CFP®


Tamarind Financial Planning

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403
(650) 667-8691


Emilie Goldman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tamarind Financial Planning in San Mateo, CA and the surrounding communities.

Financial Advisor Overview

Financial Freedom for Busy Families
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. 

Why Tamarind?
  • Our expertise helps you define your 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.

Our Service Offerings:
  • Comprehensive Financial Planning
  • Personalized Investment Management
  • Socially Conscious Portfolio Management


Financial Advisor Experience

For over two decades, Emilie Goldman, CFA, CFP®, has been using her financial planning skills, training and experience to help Bay Area families and individuals make smart choices about their financial lives.
Emilie earned her MBA from UC Berkeley and her B.S. from the University of Denver.  She is a member of the CFA Institute, the Securities Analysts of San Francisco and the Financial Planning Association.   
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 insight has led to her focus on creating financial freedom for busy families like her own.
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. She and her husband live in San Carlos, CA with their three children. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances


Helpful Financial Planning Resources