A complete list of active advisors currently associated with Amaral Financial Planning

Warmer can help you find a great advisor at Amaral Financial Planning or one who fits your needs even better.

Amaral Financial Planning serves individual clients, families, and trusts with fee-only financial planning and discretionary portfolio management, and also offers tax preparation and representation as well as notarization services. The firm provides both ongoing annual planning packages and one-time financial plans tailored to client needs. The adviser emphasizes long-term, passive investing informed by Modern Portfolio Theory, with client-specific diversification, asset allocation, and periodic rebalancing. Portfolios are implemented on custodial platforms (Betterment and Charles Schwab), and the firm assists clients in selecting allocation models, completing platform profiles, and coordinating ongoing reviews. Distinctive features include that the firm’s lead advisor holds CFP® and Enrolled Agent credentials and provides in-house tax and IRS representation and notary services, an integrated service mix that is uncommon among solo independent advisers. The firm manages a relatively small roster of clients with about $8.4 million in discretionary assets and uses Betterment’s institutional platform, a relationship the brochure discloses can provide practice support services that benefit the adviser.

To learn more about the advisors currently working at Amaral Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brandon Amaral	San Jose, CA	5

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