About Emilie R. Goldman, CFA, CFP®
For nearly two decades, Emilie Goldman, CFA, CFP®, has been using her financial planning skills, training, and experience to help Bay Area families and individuals make smart choices about their financial lives.
Emilie began her career in personal finance in 1993 as an investment analyst. She earned the Chartered Financial Analyst (CFA) designation while attending MBA School in the evening – and working full time. She continued to hone her investment research and portfolio management skills while taking on more financial planning responsibilities. In 2003, she earned the CFP® designation from the Certified Financial Planner Board of Standards, Inc.
Before launching Tamarind Financial Planning, Emilie was a partner with Blue Oak Capital in Palo Alto, chief wealth management officer with Sand Hill Advisors in Palo Alto, and a portfolio manager with Hutchinson Capital in Larkspur, CO. She 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. She is a Certified Financial Planner TM professional and a Chartered Financial Analyst. She is a member of the CFA Institute, the Securities Analysts of San Francisco, and the Financial Planning Association.
Emilie’s “A Ha,” career moment…
“The path of my career took a sharp turn when I realized that taking a holistic approach to finance planning, and helping families define and achieve their most cherished financial life goals, is much more personally satisfying – and impactful – than the investment-focused roles I held previously.”
This realization has led to her focus on creating financial freedom for busy families like her own.
In addition to working with clients one-to-one, Emilie enjoys leading workshops on finance planning, reading and writing about raising financially functional children, money and relationships, values and philanthropy, as well as financial planning for women, and personal investment strategies.
Emilie thoroughly enjoys being a mom. In her spare time, she loves running marathons – especially with her sisters, practicing Bikram (hot) yoga, exploring the US on road trips, cooking, and reading voraciously.
Originally from Southern Oregon and later Western Colorado, Emilie met her husband at the University of Denver and together they moved to the Bay Area in 1992. Emilie lives in San Carlos with her husband, son, and two daughters.
If you believe Emilie may be the right personal financial planner for you, and you live in the San Mateo area, get in touch with her today for your FREE Personal Financial Planning Consultation.