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

High-Yield Savings Accounts: Why You Need One

June 14, 2022

A high-yield savings account is a great way to save for goals, protect your money, and earn more interest.

The post High-Yield Savings Accounts: Why You Need One appeared first on .

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Should You Open A Flexible Spending Account?

June 6, 2022

These accounts not only help you pay for your essential medical expenses, but they can also reduce your tax bill.

The post Should You Open A Flexible Spending Account? appeared first on .

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Saving For College With A 529 Plan

May 30, 2022

529 plans are great investment vehicles to save for college and reduce your tax bill.

The post Saving For College With A 529 Plan 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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