Patrick J. Mcdonnal

TAMARIND FINANCIAL PLANNING

San Jose, CA

CRD#: 8142698

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Professional summary

Patrick James Mcdonnal is a registered financial advisor currently at TAMARIND FINANCIAL PLANNING located in San Jose, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Patrick has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick James Mcdonnal'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®

None

Experience

Current

August 15, 2025 - Present

TAMARIND FINANCIAL PLANNING

RIA

CRD#: 155651

San Jose, 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
(8/15/2025)

IAR

Texas
(5/18/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/3/2024

Uniform Investment Adviser Law Examination

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

Registered Investment Advisory firm - (1/13/2011 Approved)

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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

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick J. Mcdonnal

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick James Mcdonnal's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAMARIND FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2024

Current Firm

TAMARIND FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

TAMARIND FINANCIAL PLANNING

TRUST BUT VERIFY

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