Brandon R. Amaral, CFP®, EA

Founder & Financial Planner

After earning a degree in Financial Planning from San Diego State and working for years in traditional wealth management firms, Brandon left to launch his own firm to serve the clients of his generation. He is both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the IRS. He lives in the Bay Area with his wife Lindsay and daughters Amelia and Sophia.

He is passionate about helping Millennials (the new sandwich generation) take control of their finances and strive for financial independence. He specializes in helping clients take control of their spending, buy their first home, and develop plans to exercise their equity compensation. He is one of the few financial planners who not only understands taxes – but enjoys them.