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Ariadne Horstman

Tamarind Financial Planning

San Mateo, CA

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Current Employers
Tamarind Financial Planning

1900 S. Norfolk St Suite 350, San Mateo, CA 94403 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-01
CA RA APPROVED 2022-08-03
  • TX RA
    APPROVED_RES
    Since 2026-05-01
  • CA RA
    APPROVED
    Since 2022-08-03

Branch Locations

1900 S. Norfolk St Suite 350, San Mateo, CA 94403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Appreciate Personal Finance Palo Alto CA 05/2015 07/2022
Tamarind Financial Planning, Llc San Mateo CA 07/2022 Present
  • 05/2015 → 07/2022
    Appreciate Personal Finance
    Palo Alto, CA
  • 07/2022 → Present
    Tamarind Financial Planning, Llc
    San Mateo, CA
Previous Registrations
  • 2015-07-28 → 2022-12-31
    Appreciate Personal Finance
    Palo Alto, CA
  • 2013-06-06 → 2015-07-13
    Sensiba San Filippo Financial Advisers Llc
    San Mateo, CA
  • 2011-03-09 → 2011-07-01
    White Lighthouse Investment Management, Inc.
    Lexington, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-07
  • S65 Uniform Investment Adviser Law Examination
    2011-01-07
Designations

View on SEC IAPD

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Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
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