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Brandon Amaral, financial advisor San Jose CA

Brandon Amaral

CRD Number: 6707736
Current Firm: Amaral Financial Planning
Compensation Model: Fee Only
Brandon Amaral (CRD# 6707736) is an Investment Advisor Representative working at Amaral Financial Planning in San Jose, CA and has 1 year of experience in the finance industry. Brandon Amaral has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Amaral Financial Planning, LLC San Jose, CA Sep 2021 - Current 2
Ballast Point Financial Planning, LLC Burlingame, CA Aug 2020 - Sep 2021 1
Wade Financial Advisory, Inc. Campbell, CA Jul 2018 - Jul 2020 2
Ameriprise Financial Services, Inc. San Jose, CA Sep 2016 - Jul 2018 1
Unemployed San Jose, CA Jun 2016 - Sep 2016 < 1
Preferred Employers Group San Diego, CA Feb 2015 - Jun 2016 1
Vineyard Hacienda Jamul, CA Jun 2014 - Jun 2016 2
San Diego State University San Diego, CA Aug 2012 - May 2016 3
Berkshire Hathaway Homeservices La Jolla, CA Nov 2013 - Jun 2014 < 1

Brandon Amaral has no recent exams reported.
Contact Info for Brandon R. Amaral
,
Phone Number: 408-364-5702
Advisor Website: Http://www.amaralfp.com/
Firm Website: https://amaralfp.com
Registered State(s):
  • CA
  • TX
Current Firm Details
Amaral Financial Planning
Firm's CRD Number: 316681
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $226,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

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