Work with a planner from your generation.
Not your parents’ or grandparents’.
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 San Jose with his wife Lindsay and daughter Amelia.
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.
Cole Roof
Financial Planning Intern
Cole is a fourth-year student at San Diego State University, pursuing a degree in Financial Planning.
He is passionate about working with family businesses and is seeking to deepen his knowledge through experiences at Amaral Financial Planning. In his free time, he enjoys playing guitar and going to the beach.