Emilie R. Goldman, CFA, CFP®
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.
Emilie thoroughly enjoys being a mom. In her spare time, she loves running, practicing Bikram (hot) yoga, exploring the US on road trips, cooking, and reading voraciously.
Maria Thompson, Client Support Specialist
Working in customer and client services for over 7 years, Maria enjoys developing strong relationships with clients and providing them with exceptional service. To Maria, nothing compares to exceeding a client’s service expectations and making their client experience as flawless as possible. Being meticulously organized and detailed are just a few of the strengths she brings to the Tamarind Financial Planning team.
Balance is an important part of Maria’s life and nothing says balance like her love of running and cooking – you can usually find her running on the trail or running around the kitchen.