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

I help professionals and young families navigate Pre-IPO, IPO and Public equity compensation (Stock Options, RSU, ESPP) through strategic/ proactive tax planning, holistic financial planning/ goal setting, and low-cost/ efficient investing to begin building their wealth and reach Financial Independence.

Additional Information

I am a CERTIFIED FINANCIAL PLANNER™, a CTEC Registered Tax Preparer (CRTP), a Notary Public, and a NAPFA Registered Financial Advisor. As a fiduciary, I help families, individuals and small businesses 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.

NAPFA Start Date

July 02, 2019

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This Office

2105 S Bascom Ave Ste 110 Campbell, CA 95008-3274 Phone: (408) 369-7399 Fax: (408) 369-0607