Amaral Financial Planning, LLC
Amaral Financial Planning, LLC is a fee-only Financial Planning firm based in San Jose, CA.
I am a Millennial helping other Millennials go from confused and overwhelmed to confident and informed. I specialize in first-time homebuyers, young families, and tech workers with stock options, RSUs and ESPP.
I am a fiduciary, CERTIFIED FINANCIAL PLANNER™, and an Enrolled Agent.
I can help you:
- Understand where you are today
- Define what your goals are and the life you want to achieve
- Create a plan for how you will achieve your goals
I DO NOT have any investment minimums, and you are NOT required to invest with my firm.
I offer tax preparation services and can represent you before the IRS if you receive an audit notice or letter.
We will meet virtually at convenient times for you but can meet in person if needed.
Schedule a complimentary Introductory Meeting today to learn more!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.