Emilie Goldman, financial advisor San Mateo CA

Emilie Goldman

CRD Number: 2716986
Current Firm: Tamarind Financial Planning

Emilie Goldman (CRD# 2716986) is an Investment Advisor Representative working at Tamarind Financial Planning in San Mateo, CA and has 1 year of experience in the finance industry. Emilie Goldman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tamarind Financial Planning San Marcos, CA Oct 2010 - Current 13

Emilie Goldman has no recent exams reported.
Contact Info for Emilie R. Goldman
Phone Number: (650) 667-8691
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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