# Tamarind Financial Planning

Tamarind Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://tamarindfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/emiliegoldman

## Regulatory record

- **CRD number:** 155651
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155651

## About

Tamarind Financial provides financial planning for life's big adventures. The firm offers financial life planning, sustainable investing, and investment management, giving guidance and expertise to empower clients to live their most fulfilled life.

## People

- Patrick McDonnal — CFP®, Financial Planner

## Questions

### Is Tamarind Financial Planning a fiduciary?

As a registered investment advisor (RIA), Tamarind Financial Planning is held to a fiduciary standard under the Investment Advisers Act of 1940, meaning it must act in clients' best interests. This is a standard requirement for all RIAs or state regulators.

### What is the minimum investment required to work with Tamarind Financial Planning?

No minimum investment requirement is publicly disclosed for Tamarind Financial Planning. Smaller RIAs often serve clients with varying asset levels, but without a website or public filings, this cannot be confirmed.

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- [MCCANN WEALTH STRATEGIES, INC.](https://altss.com/profile/mccann-wealth-strategiesinc)
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Last updated: 2026-08-14T12:30:00.000Z

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