Insights

Holistic Financial Planning Tamarind Financial Planning offers personalized financial life planning services that go beyond traditional wealth management, focusing on boosting clients' financial well-being by aligning their values and aspirations with their financial goals.

Data-Driven Investment Approach With an asset class investing philosophy based on nine decades of research and insights from behavioral-finance experts, Tamarind Financial Planning provides a smart and consistent approach to investment management to help clients achieve their financial dreams.

Tech-Enabled Client Experience Utilizing a tech stack that includes WordPress, Google Font API, and jQuery Mobile, Tamarind Financial Planning enhances the client experience through streamlined processes, interactive tools, and personalized online engagement.

Growing Financial Services Market As a smaller financial services firm in a market with larger competitors like Financial Engines and Buckingham Strategic Wealth, Tamarind Financial Planning can capitalize on the trend towards more personalized and holistic financial planning services.

Untapped Sales Potential With a revenue range of $0 - 10M and a limited number of employees, Tamarind Financial Planning presents an opportunity for sales development representatives to target niche clients seeking customized financial planning solutions in the San Mateo, California area.

Tamarind Financial Planning Tech Stack

Tamarind Financial Planning uses 8 technology products and services including WordPress, Shopify, Twitter Emoji (Twemoji), and more. Explore Tamarind Financial Planning's tech stack below.

  • WordPress
    Content Management System
  • Shopify
    E-commerce
  • Twitter Emoji (Twemoji)
    Font Scripts
  • Priority Hints
    Performance
  • Lua
    Programming Languages
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • OpenResty
    Web Servers

Media & News

Tamarind Financial Planning's Email Address Formats

Tamarind Financial Planning uses at least 1 format(s):
Tamarind Financial Planning Email FormatsExamplePercentage
First@tamarindfinancial.comJohn@tamarindfinancial.com
50%
First@tamarindfinancial.comJohn@tamarindfinancial.com
50%

Frequently Asked Questions

Where is Tamarind Financial Planning's headquarters located?

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Tamarind Financial Planning's main headquarters is located at 1900 S Norfolk St Suite 350 San Mateo, California 94403 US. The company has employees across 1 continents, including North America.

What is Tamarind Financial Planning's official website and social media links?

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Tamarind Financial Planning's official website is tamarindfinancial.com and has social profiles on LinkedIn.

How much revenue does Tamarind Financial Planning generate?

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As of August 2024, Tamarind Financial Planning's annual revenue reached $750K.

What is Tamarind Financial Planning's NAICS code?

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Tamarind Financial Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Tamarind Financial Planning have currently?

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As of August 2024, Tamarind Financial Planning has approximately 4 employees across 1 continents, including North America. Key team members include Partner: A. H.Financial Planner, Owner: E. G.Director Of Family Services: E. G. C. C.. Explore Tamarind Financial Planning's employee directory with LeadIQ.

What industry does Tamarind Financial Planning belong to?

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Tamarind Financial Planning operates in the Financial Services industry.

What technology does Tamarind Financial Planning use?

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Tamarind Financial Planning's tech stack includes WordPressShopifyTwitter Emoji (Twemoji)Priority HintsLuaPHPYoast SEOOpenResty.

What is Tamarind Financial Planning's email format?

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Tamarind Financial Planning's email format typically follows the pattern of . Find more Tamarind Financial Planning email formats with LeadIQ.

When was Tamarind Financial Planning founded?

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Tamarind Financial Planning was founded in 2010.
Tamarind Financial Planning

Tamarind Financial Planning

Financial ServicesCalifornia, United States2-10 Employees

Financial Life Planning

Meaningful planning is so much more than squirreling away money. We view financial life planning as a holistic process that boosts your sense of financial well-being and your confidence that you will achieve your vision.

Our highly individualized process encourages you to identify and clarify your values, priorities, circumstances and aspirations – and then helps you define and design your unique version of a “rich life.” Financial life planning becomes your roadmap to building habits and attitudes that support your financial goals and life dreams.

Investment Management 

Smart, consistent investing is the surest and safest route to reaching your financial goals. Our approach, which is based on financial science and grounded in real-world results, helps you achieve your dreams. Whether you want to retire early, leave a philanthropic legacy or provide meaningful financial support to your heirs, we can help.

We built our Asset Class Investing philosophy on nine decades of data, analysis and research with insights from behavioral-finance experts and leading academics.

Section iconCompany Overview

Headquarters
1900 S Norfolk St Suite 350 San Mateo, California 94403 US
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Tamarind Financial Planning's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Tamarind Financial Planning's revenue is in the range of $10M

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