Equity Compensation, Life Planning, ESG Investing
We provide comprehensive financial life planning and investment management with a specialty in Sustainable/ESG investing.
Fee only, flat fee for comprehensive one-time plan, flat annual fee for ongoing planning, investment management fees (% of assets)
Emilie R. Goldman, CFA, CFP®, is the founder of Tamarind Financial Planning. Before launching Tamarind Financial Planning in 2010, Emilie held leadership roles in three Bay Area investment management firms. In a career “aha-moment,” Emilie realized that helping families define and achieve their most cherished financial life goals, was much more personally satisfying – and impactful – than the investment-focused roles she held previously. Emilie holds an MBA from the Haas School of Business at UC Berkeley and received her undergraduate degree in finance and marketing from the University of Denver.Contact this advisor