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Tamarind Financial Planning Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Tamarind Financial Planning is a financial services firm based in San Mateo, California, offering guidance that integrates money management with personal goals. Its approach centers on holistic financial life planning, using a highly individualized process to help clients articulate their values, priorities, and aspirations and to design a tailored roadmap toward a meaningful life and financial vision.

In addition to planning, the firm provides investment management grounded in financial science, aiming for steady progress toward clients' objectives. The investing framework rests on decades of data and research, incorporating behavioral finance insights and academic perspectives to support goals such as early retirement, philanthropy, or wealth transfer, while the firm operates as a small, specialized team.

Find Tamarind Financial Planning employees' phone numbers or email addresses

Tamarind Financial Planning Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Tamarind Financial Planning's Leadership

  • Stylized image of a person
    E. G. C. C.
    Director Of Family Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    Associate Financial Planner
    Phone icon
    Mobile Phone

Tamarind Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Tamarind Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. G. C. C.
    Director Of Family Services
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 23, 2026
  • Stylized image of a person
    P. M.
    Associate Financial Planner
    Phone icon
    Mobile Phone
    Bay
    Apr 14, 2026

Frequently Asked Questions

What is Tamarind Financial Planning known for?

Minus sign iconPlus sign iconTamarind Financial Planning was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 1900 South Norfolk Street Suite 350 San Mateo, California 94403 United States. Explore Tamarind Financial Planning's company overview page for more information.

What is Tamarind Financial Planning's most common email format?

Minus sign iconPlus sign iconTamarind Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tamarind Financial Planning email formats with LeadIQ.

How many employees does Tamarind Financial Planning have currently?

Minus sign iconPlus sign iconTamarind Financial Planning has approximately 4 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Tamarind Financial Planning's key employees and leadership?

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As of May 2026, Tamarind Financial Planning's key employees include:

  • Director Of Family Services: E. G. C. C.
  • Associate Financial Planner: P. M.

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