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Cfp® Brandon R. Amaral

Equity Compensation & Tax Specialist - Fee-Only Financial Planner at Ballast Point Financial Planning

Brandon R. Amaral, CFP®, EA is a financial planner and tax professional based in San Jose, California. He is the founder of Amaral Financial Planning, a fee-only financial planning firm established in September 2021.2 Brandon specializes in serving Millennials, first-time homebuyers, young families, and tech workers with stock options, RSUs, and ESPP.1

Brandon's professional credentials include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Enrolled Agent (EA) with the IRS
  • NAPFA Registered Financial Advisor1

Prior to founding his own firm, Brandon worked as:

  • Associate Financial Planner at Ballast Point Financial Planning, LLC (August 2020 - September 2021)
  • Associate Financial Advisor at Wade Financial Advisory, Inc. (July 2018 - July 2020)3

Brandon earned a degree in Financial Planning from San Diego State University.2 He is passionate about helping Millennials take control of their finances and strive for financial independence. His areas of expertise include spending control, first-time home purchases, equity compensation planning, and tax planning.2

Highlights

Feb 27 · feeonlynetwork.com
Brandon Amaral, CFP®, EA - FeeOnlyNetwork.com
Nov 28 · yelp.com
AMARAL FINANCIAL PLANNING - Updated January 2025 - Yelp
Jul 2 · napfa.org
Brandon Amaral, CFP®, EA - NAPFA

Related Questions

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Cfp® Brandon R. Amaral
Cfp® Brandon R. Amaral, photo 1
Cfp® Brandon R. Amaral, photo 2
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Location

Burlingame, California, United States