Brandon  Amaral,  CFP<sup>&reg;</sup> - Financial Advisor

Brandon Amaral, CFP®

Associate Financial Planner

Ballast Point Financial Planning

340 Lorton Ave, Ste 216
Burlingame, CA 94010-4126
FINANCIAL ADVISOR'S WEBSITE
(650) 636-7526 CONNECT WITH Brandon
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General

Brandon Amaral is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ballast Point Financial Planning in Burlingame, CA and the surrounding communities.

Financial Advisor Overview

I help professionals and young families navigate Pre-IPO, IPO and Public equity compensation (Stock Options, RSU, ESPP) through strategic/ proactive tax planning, holistic financial planning/ goal setting, and low-cost/ efficient investing to begin building their wealth and reach Financial Independence.

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Financial Advisor Experience

I am a CERTIFIED FINANCIAL PLANNER™, a CTEC Registered Tax Preparer (CRTP), a Notary Public, and a NAPFA Registered Financial Advisor. As a fiduciary, I help families, individuals and small businesses reach their goals and achieve financial peace of mind. I provide comprehensive financial advice including investment management, risk management, executive compensation, tax planning, estate planning and financial planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRTP

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Insurance, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Personal Taxes

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Helpful Financial Planning Resources