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.
Lindsay F. Amaral, SHRM-CP
Co-Founder, HR & Operations
Lindsay earned her business degree from San Jose State University. She has spent most of her career building and refining Human Resource systems for boutique financial firms, silicon valley tech start-ups, and multinational conglomerates.
Lindsay left the start-up world to take on the hardest and most fulfilling job of all – motherhood. She serves a vital role in the creation and success of Amaral Financial Planning.
Amelia F. Amaral
Intern
Amelia is a rising star on our team. In addition to learning to walk, she has also taken a strong interest in social media and tax law. While she is only an intern right now, we expect her to become a subject matter expert in years to come.