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

2022 Tax Preparation: Partner with AFP

November 28, 2022

Whether 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.

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How To Combine Finances With Your Partner

November 15, 2022

Combining 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, 2022

Having 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.

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