Cfp® Brandon R. Amaral

Brandon R. Amaral, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent, assists individuals in optimizing their tax situation and growing their wealth through strategic planning.

Specializing in aiding professionals and families with equity compensation in various types of companies, Brandon focuses on tax planning, holistic financial planning, and low-cost investing to help clients pay fewer taxes, increase their wealth, and achieve Financial Independence.

With a Bachelor of Science in Financial Planning from San Diego State University, along with certifications such as Notary Public and NAPFA Registered Financial Advisor, Brandon offers comprehensive financial advice covering areas like investment management, risk management, executive compensation, tax planning, estate planning, and general financial planning.

Brandon has had a diverse professional background, having worked in roles such as Associate Financial Planner at Ballast Point Financial Planning, Associate Financial Advisor at Wade Financial Advisory, Paraplanner at Ameriprise Financial Services, Financial Planning Assistant at Ameriprise Financial Services, Premium Audit Analyst Intern at Preferred Employers Insurance, Operations & Events Manager at Vineyard Hacienda, Real Estate Consultant Intern at Berkshire Hathaway HomeServices California Properties, and also as the Founder of Amaral Lawn Service.

Whether you are grappling with RSUs, ESPP, stock options, or navigating the tax implications of company stock and equity compensation, Brandon R. Amaral is equipped to offer tailored guidance to help you minimize taxes, optimize financial growth, and work towards your financial goals.