Patrick McDonnal

Associate Financial Planner

Patrick is a dedicated financial planning professional with a strong background in engineering and a long-standing passion for personal finance. His journey into financial planning began after attending the Financial Planning Association’s conference for early-career professionals, where he was inspired by the principles of financial life planning. Drawn to its client-centered approach, fee transparency, and the values upheld by professional organizations like the XY Planning Network, Patrick found a natural fit at Tamarind Financial Planning.

Patrick is on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional. He has completed the required coursework and passed the CFP® exam, and he expects to meet the experience requirement in 2026. At Tamarind, he supports Ariadne and Emilie with financial planning engagements, bringing technical precision and a thoughtful approach to each client relationship.

Before joining the firm, Patrick worked in engineering, specializing in automated multisensor inspection, additive manufacturing, and 3D scanning. He is a graduate of Cal Poly San Luis Obispo and an Eagle Scout.

Outside the office, Patrick enjoys playing hockey, traveling, and coaching high school badminton in San Jose during the spring.

Contact Us

San Mateo Office:   1900 S. Norfolk, Suite 350 • San Mateo, CA 94403
Palo Alto Office:      228 Hamilton Ave 3rd floor, Palo Alto, CA 94301
Phone: 650-667-8691
Email: info@tamarindfinancial.com