Brandon Amaral, CFP®, EA Amaral Financial Planning
- Virtual, San Jose, CA 95123
- (408) 364-5702
- http://www.amaralfp.com/
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.
Recently Published
How To Build A Recession-Proof Portfolio
February 13, 2023Whether you're a recent grad or the breadwinner of your family filled with anxiety , we all want to make the right moves and avoid costly mistakes.
The post How To Build A Recession-Proof Portfolio appeared first on .
Covered California: How To Apply For Health Insurance
January 29, 2023Understanding the resources available can help ensure that your family is properly insured and avoid unnecessary tax penalties.
The post Covered California: How To Apply For Health Insurance appeared first on .
CA’s Middle Class Tax Refund: What To Know
January 22, 2023Understanding the potential tax implications of the MCTR can help ensure that you file your tax returns correctly.
The post CA’s Middle Class Tax Refund: What To Know appeared first on .
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
