Brandon Amaral
CFP®, EA
Amaral Financial Planning
Founder & Financial Planner
Brandon Amaral
CFP®, EA
Amaral Financial Planning
Founder & Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brandon Amaral, CFP®, EA
Fee-Only financial planner located in San Jose, CA, serving clients locally and across the country
Meet Brandon Amaral
Amaral Financial Planning, LLC (AFP) is a fee-only Financial Planning firm based in San Jose, CA. We work with Millennials and Gen Z, specializing in first-time home buyers and tech workers.
I've always been passionate about personal finances and financial planning. After graduating from SDSU 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 earned my CFP® and EA 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. I earned my BS in Financial Planning from San Diego State and hold both the Certified Financial Planner™ and Enrolled Agent designations. 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.
Brandon Amaral is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Brandon Amaral is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Brandon Amaral
Office Locations:
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San Jose, CA 95123
