Emilie R. Goldman
TAMARIND FINANCIAL PLANNING
San Mateo, CA 94403
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CRD#: 2716986
Professional summary
Emilie Remmerde Goldman, CFP®, who also goes by Emily Goldman, is a registered financial advisor currently at TAMARIND FINANCIAL PLANNING located in San Mateo, California.
Emilie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Emilie has worked at 2 firms and has passed the Series 2 exam.
Biography
Emilie’s “A Ha,” career moment…
“The path of my career took a sharp turn when I realized that taking a holistic approach to financal 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 realization has led to her focus on creating financial freedom for busy families like her own.
In addition to working with clients one-to-one, Emilie enjoys leading workshops on financal planning, reading and writing about raising financially functional children, money and relationships, values and philanthropy, as well as financial planning for women, and personal investment strategies.
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.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Investment Planning
Tax Planning
Insurance Planning
Comprehensive Financial Planni...
Education Planning
Budgeting
Estate Planning
Socially Responsible Investing
Retirement Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Corporate Executives
Entrepreneurs
Financial Psychology/Coaching
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes
Aliases
Emily Goldman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Emilie Remmerde Goldman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
January 13, 2011 - Present
TAMARIND FINANCIAL PLANNING
Office #1: 1900 S. Norfolk Street, Suite 350, San Mateo, CA 94403RIA
CRD#: 155651
San Mateo, CA
Past
February 2, 2009 - October 19, 2010
BLUE OAK CAPITAL LLC
RIA
CRD#: 108592
PALO ALTO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/13/2011)
Exams
General Industry/Product Exam
RR
Series 2
Date: 2/13/1996
Non-Member General Securities ExaminationCurrent Firm
TAMARIND FINANCIAL PLANNING
EMILIE REMMERDE GOLDMAN | TAMARIND FINANCIAL PLANNING, LLC | TAMARIND FINANCIAL PLANNING | GOLDMAN, EMILIE, REMMERDE | GOLDMAN, EMILIE R.
CRD#: 155651 / SEC#:
California
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Contact information
Main Address
1900 S. Norfolk St Suite 350, San Mateo, CA 94403
Mailing Address
Phone number
(650) 667-8691
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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