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Amaral Financial Planning Investment Service

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.

Website: amaralfp.com

Phone: (408) 797-0029

Response 2 days. Response rate 100%

Closed now

  • Sat Closed

6203 San Ignacio Ave, Ste 110 San Jose, CA 95119 ·2319.24 mi

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Reviews

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5.0 53 reviews
5 star
52 4 star
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Miche A. 03/10/26

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs. He is the definition of a professional--always quick to respond to questions and exceptionally...

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Olga U. 11/02/25

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach via phone and he was accommodating to communicate via text or email. Pleased with my return as...

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Joe C. 01/21/25

Brandon was very fast, responsive, and professional for our small nonprofit organization's taxes! Highly recommend.

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Rob L. 01/21/23

Impressive! Expert and responsive help for financial and tax planning. Was looking for some professional help to review our tax and financial planning, centering on someone with both Certified...

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Ash H. 10/28/24

It has been nothing but phenomenal working with Brandon. From his level of professionalism in filing my taxes to educating me on my savings and financials, I am now a loyal customer of his and...

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