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, I left to launch my own firm to serve the clients of my generation. I am both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the IRS. I live in San Jose with my wife Lindsay and daughter Amelia.
I am passionate about helping Millennials take control of their finances and strive for financial independence. Whether it is developing a spending and savings plan, walking you through the home buying process, or developing stock option strategies to avoid AMT, I take pride in educating my clients and helping them become confident.
Being born and raised in Silicon Valley, I grew up watching the rise and fall of various tech companies. I am well-versed in the tax implications of stock option exercises, helping clients diversify concentrated positions, and planning for an IPO or acquisition in a tax-efficient manner. I’m one of the few financial planners who not only understands taxes – but enjoys them.