Emilie Goldman
Tamarind Financial Planning · Palo Alto, California
Emilie Goldman is a fee-only financial advisor at Tamarind Financial Planning in Palo Alto, California, who holds the CFA, CFP and MBA credentials. Emilie charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $7,900) and focuses on international & expat planning, equity compensation and retirement planning.
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Specialties
Who they serve
- Cross-border families
- Tech employees
- Pre-retirees
Facts
| Firm | Tamarind Financial Planning |
|---|---|
| Based in | Palo Alto, California |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · One-time plans from $7,900 |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 2716986 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | tamarindfinancial.com |
| Profile |
How Emilie's firm compares
- Ongoing planning starts at $10,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $7,900, above the California median of $2,500 for fee-only firms that publish prices.
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Questions about Emilie
Is Emilie Goldman a fee-only financial advisor?
Yes. Emilie Goldman is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Emilie's firm.
How does Emilie charge for financial advice?
Emilie charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Emilie charge?
According to Tamarind Financial Planning's website, checked October 28, 2026: ongoing planning from $10,000 a year; one-time plans from $7,900.
Where is Emilie Goldman based?
Emilie Goldman is based in Palo Alto, California.
What does Emilie specialize in?
Emilie's specialties include international & expat planning, equity compensation, retirement planning and sustainable & impact investing. Emilie works with cross-border families, tech employees and pre-retirees.
What credentials does Emilie Goldman hold?
Emilie Goldman holds the CFA, CFP and MBA credentials.
Is Emilie Goldman registered with the SEC?
Yes. Emilie Goldman is registered as an investment adviser representative in CA and TX (CRD 2716986), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Emilie Goldman?
Through Emilie's website, tamarindfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Tamarind Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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