We provide comprehensive financial planning and investments for clients with $1M or more to invest.
- Over 33+ years in mortgage planning and 27 years as a certified financial planner - Specializing in purchases and refinances in residential financing - Customizing financing solutions based on client's financial goals - Preferred lending relationships with major lenders that result in lower rates and timely services. - NMLS #301557
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Our firm provides comprehensive financial planning and professional investment management. Brian Lombardo works with clients who have assets to be managed in excess of $500,000. Other experienced advisors are available, as well. Visit our website or call our office to schedule an introductory meeting. We will be happy to discuss your needs and review our services, our processes and our fees during the introductory meeting.
You have big dreams and plans for your future, but perhaps you need some help getting there. Are you someone who is living paycheck to paycheck and always stressing that you won't have enough to cover this month's bills and expenses? Drowning in debt and feeling like you'll never get it paid off? Afraid to check your bank balance and worrying that your debit card will be rejected? Making good money but still struggling to make ends meet and you're not sure how or why it happens? I can help you! Together we can analyze your finances, come up with a plan to tackle your debt, then work on building up savings so that you can finally have financial peace and freedom! Stop letting your past rob you of your future! Schedule a free discovery call today!
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I’m Brandon Amaral, a fee-only Certified Financial Planner and an Enrolled Agent. As a Fiduciary, I provide personal finance, investment, and tax planning advice. I started Amaral Financial Planning to help my fellow Millennials. While traditional financial advisors focus on working with wealthy, older generations, I want to help my generation build their wealth and live rich lives. My goal is to help you move from confused and overwhelmed to confident and informed.
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Comprehensive wealth management, financial planning and tactical investment management for Silicon Valley tech executives, affluent families, and pre-retirees.
