Tamarind Financial Planning is proud to be a member of the following organizations. We confidently adhere to their standards of professional excellence and integrity.
XY Planning Network
XY Planning Network is the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y. Our advisors stand out from the rest of the financial planning industry because of the way they put their clients first:
- They offer virtual services so you can connect with your ideal advisor, regardless of physical location.
- They provide a fee structure that makes sense for most members of Gen X and Gen Y. Our advisors offer a flat (and affordable) monthly fee just like any other bill. They do not charge commissions.
- They’re all sworn fiduciaries who uphold a fiduciary oath to always work in their clients’ best interests.
XY Planning Network advisors are also financial-planning focused, meaning all our members offer comprehensive financial planning services for consumers. We go far beyond just investment management.
We’re not your parents’ financial advisors. But we are here to help you live your great life.
Learn more about XY Planning Network
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.
Learn more about NAPFA
Commitment to Financial Life Planning
Money Quotient develops Financial Life Planning® tools and training for professionals who want to make a significant difference in the lives of their clients. The mission of Money Quotient® is to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning.
Learn more about Money Quotient
Commitment to Professionalism
The Financial Planning Association™ (FPA) is a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to supporting the financial planning process and to helping people make more informed decisions in order to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions.
Learn more about The Financial Planning Association
CFA Institute is the global association of investment professionals that sets the standard for professional excellence. As a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community, our ultimate goal is to serve the greater good by creating an environment where investors’ interests come first, markets function at their best, and economies grow.
Learn more about CFA Institute
Commitment to Investment Excellence
Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts. Their investment philosophy is grounded in a risk-managed, asset allocation approach using world class institutional money managers (i.e. mutual funds, ETFs, separately managed accounts).
Working exclusively through independent financial professionals they deliver customized investment portfolios to their clients. They partner with advisors in the Greater Bay Area to provide a team approach that allows the advisor to focus on the unique, planning needs of their clients while Gemmer focuses on the investment management and back office duties.
Learn more about Gemmer Asset Management
Commitment to Personal Financial Planning
The mission of the Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.
Learn more about Certified Financial Planner Board of Standards