Brandon Amaral, CFP®, EA Amaral Financial Planning
- Virtual, San Jose, CA 95123
- (408) 364-5702
- oenaqba@nznenysc.pbz
- 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
High-Yield Savings Accounts: Why You Need One
June 14, 2022A 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 .
Should You Open A Flexible Spending Account?
June 6, 2022These 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 .
Saving For College With A 529 Plan
May 30, 2022529 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 .
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%
