Brandon Amaral (CFP®, CRTP)

Brandon Amaral focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Millennials
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

As a CERTIFIED FINANCIAL PLANNER™, a CTEC Registered Tax Preparer (CRTP), a Notary Public, and a NAPFA Registered Financial Advisor, I help families and professionals reach their goals and achieve financial peace of mind. I provide comprehensive financial advice including investment management, risk management, executive compensation, tax planning, estate planning and financial planning. 

Additional Information

Do you receive RSUs or purchase ESPP from your employer, consistently have a large tax bill and don’t know why?
Were you granted stock options for your company and don’t know whether to exercise them, or even how?
Did your company recently go public or get acquired?

I help people reduce taxes and grow wealth by planning with intent. By providing guidance to professionals and families with equity compensation in early-, mid-, late- stage and public companies through tax planning, holistic financial planning, and low-cost investing to pay less taxes, build their wealth and reach Financial Independence.

NAPFA Start Date

July 02, 2019

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This Office

340 Lorton Ave Ste 216 Burlingame, CA 94010-4126 Phone: (650) 636-7526