Tamarind Financial Planning

Tamarind Financial Planning

Financial Freedom for Busy Families

We work exclusively with Bay Area families who want to meet their financial life goals; professionals who realize they no longer have a lifetime to fund their retirement, save for their children’s college education, or set aside funds to help care for their aging parents. We know you’re busy with parenting, work, and life. We know you’ve realized it is time to get serious about your financial goals.

We’re here to make money matters easier and help you achieve financial serenity with a personal financial plan and customized, personal investment management.

Why should you choose Tamarind Financial Planning?

First, because we live the life you live, that of busy Bay Area professionals and parents, we understand the need for a comprehensive, personal financial plan to achieve financial freedom and to reach your financial life goals. Second, with more than two decades of financial planning and finance coaching experience to draw upon, we possess the skills and expertise to help you make smart financial choices. Third, we’ve made it our mission in life to help busy families like yours to reach their financial goals, simplify their lives, and achieve the peace of mind and serenity we know is possible for them.

  • We use our experience, training, and expertise to help you achieve your financial goals, giving you confidence you are on the right path to achieve financial freedom.
  • You and your spouse or partner will gain clarity about your family’s financial values and priorities.
  • You will learn to make financial decisions with a new-found assurance and ease.
  • When your investments are in order, you’ll sleep better and feel better.

Advisors at this Office

Advisors at Other Firm Offices


This Office

1900 S Norfolk St Ste 350 San Mateo, CA 94403-1171 Phone: (650) 667-8691 Fax: (650) 362-2499

Primary Office

1900 S Norfolk St Ste 350 San Mateo, CA 94403-1171 Phone: (650) 667-8691 Fax: (650) 362-2499

Other Offices

530 Lytton Ave, 2nd Floor Palo Alto, CA 94301 Phone: (650) 667-8691