Brandon R. Amaral
AMARAL FINANCIAL PLANNING
SAN JOSE, CA
Some features on this profile are disabled
CRD#: 6707736
Brandon Rogerio AmaralAMARAL FINANCIAL PLANNING
Professional summary
Brandon Rogerio Amaral, CFP® is a registered financial advisor currently at AMARAL FINANCIAL PLANNING located in San Jose, California.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brandon has worked at 2 firms .
At a Glance
Always Fiduciary
Paid By: Fixed / Negotiated Fee
Paid By: Retainer
Serves: LGBTQ+ Individuals & Families
Serves: Financial Planning for Women
Services Offered
Estate & Legacy Planning
Investment Management
Retirement Planning
Tax Planning
Risk Management & Insurance
Financial Planning
Business Services
Cashflow & Budgeting
Specializations
Millennials
Biography
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!
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Under Amaral Financial Planning LLC, Brandon Amaral also provides Tax Preparation and Representation Services and Notarization Services. The Tax Preparation and Representation Services will take place primarily between February and April. The Notarization Services will be limited and on an as-needed basis for clients.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Rogerio Amaral's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
October 15, 2021 - Present
AMARAL FINANCIAL PLANNING
RIA
CRD#: 316681
SAN JOSE, CA
Past
October 27, 2020 - September 22, 2021
TESSARA WEALTH
RIA
CRD#: 283295
BURLINGAME, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/15/2021)
IAR
Texas(6/23/2022)
Exams
Current Firm
AMARAL FINANCIAL PLANNING
AMARAL FINANCIAL PLANNING
CRD#: 316681 / SEC#:
California
Registered Investment Advisory firm - (10/15/2021 Approved)Texas
Registered Investment Advisory firm - (6/23/2022 Conditional Restricted)Loading...
Contact information
Main Address
San Jose, CA
Mailing Address
Phone number
(408) 797-0029
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 8,430,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
