Brandon Amaral, CFP®, EA Amaral Financial Planning

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About Brandon Amaral, CFP®, EA

I’ve always been passionate about personal finances and financial planning. After graduating from San Diego Staten University with a degree in Financial Planning, I spent some time working for a large Broker-Dealer and then transitioned to a boutique fee-only firm. I became a CFP® and an Enrolled Agent, and began to focus on the nuances of taxes and stock options.

As a first-generation college student, I quickly realized the importance of understanding your finances and saving as early as possible. I’ve spent the last 8 years working in the Financial Services industry and the past 5 years working directly with financial planning clients.

My goal is to provide affordable financial advice to all individuals and families. I want to help people go from confused and overwhelmed to confident and informed.

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Recently Published

How To Invest Your 401(k)

January 10, 2022

While most people can agree that saving for retirement is the most crucial financial move they will make, there is little consensus on the best way to achieve this.

The post How To Invest Your 401(k) appeared first on .

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Will You Owe California Taxes On Your Equity If You Move Out Of State?

January 3, 2022

This article will help you understand the basics of Federal and California tax on your equity compensation.

The post Will You Owe California Taxes On Your Equity If You Move Out Of State? appeared first on .

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What Are Series I Savings Bonds?

December 27, 2021

Depending on your investment experience, risk tolerance, and time horizon, these types of investments might benefit you.

The post What Are Series I Savings Bonds? appeared first on .

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen Y/Millennials
  • Tax Planning
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $500+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management: 0.50%

SEC Records

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