The Financial Planner for Millennials
I’m Brandon Amaral, a fee-only CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent. As a Fiduciary, I provide personal finance, investment, and tax planning advice.
I started Amaral Financial Planning to help my fellow Millennials and Gen Z. While traditional financial advisors focus on working with wealthy, older generations, I want to help my generation build their wealth and live rich lives.
My goal is to help you move from confused and overwhelmed to confident and informed.
Services tailored to your unique needs
Wealth Management
$1,000* planning fee
$349* / month
*Fee increases based on complexity
Services included:
- Comprehensive Financial Planning from a CFP®
- Tax planning & savings strategies
- Equity Compensation management
- College savings
- Debt payoff strategies
- Retirement Planning
- Estate Planning
- Salary review & negotiations
- Small Business consulting
- Investment management
- Tax Preparation & Notary services
