Olga U.
11/2/2025
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...
Amaral Financial Planning
Closed
(48)
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6203 San Ignacio Ave Ste 110
San Jose, CA 95119
Amaral Financial Planning, based in San Jose, CA, is a fee-only financial planning firm founded by Brandon Amaral, a CERTIFIED FINANCIAL PLANNER and Enrolled Agent. With a focus on helping Millennials, Amaral Financial Planning offers personal finance, investment, and tax planning advice to assist clients in building their wealth and living fulfilling lives.
As a fiduciary, Amaral Financial Planning is committed to providing transparent and honest fees, ensuring clients receive unbiased and trustworthy guidance. With expertise in maximizing interest through high-yield savings accounts and understanding tax credits, the firm aims to empower clients to make informed financial decisions and create recession-proof portfolios. Registered in California and other jurisdictions, Amaral Financial Planning is dedicated to helping individuals navigate the complexities of financial planning.
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Reviews
5.048 reviews
Joe C.
1/21/2025
Brandon was very fast, responsive, and professional for our small nonprofit organization's taxes! Highly recommend.
Ash H.
10/28/2024
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...
R J.
3/24/2025
Brandon is great to deal with and very responsive. He completed my taxes fast. I would highly recommend his services!!!
Rob L.
1/21/2023
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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