Find financial planners in San Mateo

For over two decades, Emilie R. Goldman, CFA, CFP, has been using her financial planning skills, training, and experience to help Bay Area families and individuals make smart choices about their financial lives. A financial plan is a road map to financial freedom for busy families. It is the route by which you plan for your children's college education

A goal without a plan is just a wish. This is especially true with the financial decisions that shape our daily lives and build our futures. Many of us spend a lot of time thinking about what we want and worrying about if and when we will achieve it, but when it comes to the specific details and the challenges (both technical and emotional) of putting