Tamarind Financial Planning

Patrick Mc Donnal is a financial advisor at Tamarind Financial Planning in San Jose, CA. He holds a Series 65 credential and has been with the firm since 2024. Outside of his advisory role, he coaches athletic teams at Leigh High School and works as an applications engineer at Indicate Technologies, which specializes in dimensional metrology and 3D scanning. Tamarind Financial Planning serves individual clients, including both high-net-worth and non-HNW individuals, offering fee-only financial planning, portfolio reviews, project-based advice, and pension consulting. The firm emphasizes asset allocation based on Modern Portfolio Theory and relies on third-party sub-advisers for discretionary portfolio management.

Practicing financial planning since 2008, I came to this profession out of a desire to help others and work in a meaningful profession where I impact lives positively. A graduate of Smith College, I worked in consulting and marketing earlier in my career, which brings a broad perspective to my clients' financial lives. As a partner at Tamarind Financial Planning, I focus on George Kinder's Life Planning techniques, delving deeper into what clients want to get out of their time on this earth so we can direct their finances towards that end. Having lived in France, India, and the UK, I specialize in helping those with cross-border situations navigate complex financial journeys. I love the outdoors, yoga, Pilates, reading, and meditation. Married to an academic working in Climate Finance involves inevitable travel, and with our two children now pursuing studies and work, we are embracing life as fresh empty nesters! I welcome the opportunity to hear your story and help you plan your future.

Emilie Goldman is a CFP® and CFA® with 16 years of experience in financial planning. She has been with Tamarind Financial Planning since 2010. The firm serves individual clients, including both high-net-worth and non-HNW individuals, offering fee-only financial planning, portfolio reviews, project-based advice, and pension consulting. Tamarind emphasizes asset allocation based on Modern Portfolio Theory and relies on third-party sub-advisers for discretionary portfolio management.