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
2022 Tax Preparation: Partner with AFP
November 28, 2022Whether you're a proactive planner or a chronic procrastinator, one item you can check off your to-do list is finding a tax preparer to partner with.
The post 2022 Tax Preparation: Partner with AFP appeared first on .
How To Combine Finances With Your Partner
November 15, 2022Combining finances with your partner can help promote happiness and stability in your relationship.
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What Happens To Your Equity If You Are Laid Off?
November 10, 2022Having a plan for your equity compensation can ensure that you are not leaving any money on the table.
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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.
