Ariadne Horstman
TAMARIND FINANCIAL PLANNING
San Mateo, CA 94403
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CRD#: 5879842
Professional summary
Ariadne Horstman, CFP® is a registered financial advisor currently at TAMARIND FINANCIAL PLANNING located in San Mateo, California.
Ariadne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ariadne has worked at 4 firms and has passed the Series 65 exam.
Biography
Ariadne founded Appreciate Finance in 2015 and merged her business with Tamarind Financial Planning in 2022.
Her goals are to help individuals and families realize personal goals and dreams through comprehensive financial planning and investment management. She has practiced as a CFP® since 2008, advising families and individuals. Prior to that, she worked in the tech industry in Silicon Valley after a career in consulting and conference production in France.
She is a Registered Life Planner® with the Kinder Institute, practicing life planning with clients to ensure their finances are fully supportive of their objectives as they move toward realizing them. Having lived in France, India and the UK, she has international skills to bring to those with cross border situations.
Ariadne is based in Palo Alto with her husband and also spends time at other locations such as Oxford, UK. They are now empty nesters, as their two children pursue studies.
A graduate of Smith College, she completed her financial planning coursework at UC Santa Cruz. She loves the outdoors, yoga, Pilates, reading, creative writing and meditation.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Buying a Home
Career Change
Cross-border Planning
Asset Allocation
Investment Management
Employee Benefits
Irregular Income
Getting Married
Mutual Funds
Real Estate
Insurance
Job Loss
Startup
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Succession Planning
Starting a Family
Sudden Wealth
Personal Taxes
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
None
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 Ariadne Horstman'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: 2014
Experience
Current
August 3, 2022 - Present
TAMARIND FINANCIAL PLANNING
Office #1: 1900 S. Norfolk St Suite 350, San Mateo, CA 94403RIA
CRD#: 155651
San Mateo, CA
Past
July 28, 2015 - December 31, 2022
APPRECIATE PERSONAL FINANCE
RIA
CRD#: 226689
PALO ALTO, CA
Past
June 6, 2013 - July 13, 2015
SENSIBA SAN FILIPPO FINANCIAL ADVISERS LLC
RIA
CRD#: 129412
SAN MATEO, CA
Past
March 9, 2011 - July 1, 2011
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
RIA
CRD#: 108030
LEXINGTON, MA
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(8/3/2022)
Current 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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Company Information
TAMARIND FINANCIAL PLANNING
CRD#: 155651San Mateo, CA 94403TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
