521 Capitola Avenue
(831) 426-3100 x1
(831) 426-3100 x2
Client Advocate and Office Manager
(831) 426-3100 x3
Jason has over 15 years of experience as a financial planner. He believes systems, planning, and an open mind are the building blocks to achieving goals.
Jason began his career working as an intern for Froshman Financial in 2004. He was hired full-time after graduating in 2005. In 2010, the owner decided to retire and sold Froshman Financial to John Burroughs, owner of Burroughs Financial Services in Santa Cruz. Jason continued working with John until he retired in 2017 with 50 years in financial services. At that time, Jason bought the business from him.
In 2018, he successfully merged with his longtime friend and business partner, Sabin Alibrandi. Their firm became Burroughs-Braley-Alibrandi Wealth Management.
As a CERTIFIED FINANCIAL PLANNER ™ practitioner Jason is held to rigorous ethical standards and always places client’s interests first. Jason holds the following FINRA securities licenses: Series 7 and 63.
Sabin has more than 15 years of experience as a financial planner. He believes the planning process is the foundation to building wealth. Sabin leverages his education, experience, and strategic partnerships with other professionals, to work on each individual financial plan and investment strategy.
Prior to merging practices with Jason Braley, Sabin was a founding partner of CU Financial Partners, LLC, to provide financial planning and investment services to credit unions and their members. During his tenure, he helped build the company to over $150M assets under advisement, serving four credit unions in Silicon Valley. Sabin had an integral role in creating the financial planning process, back office operations, and sales development. In 2016, the business was successfully sold to one of the serviced credit unions.
As a CERTIFIED FINANCIAL PLANNER ™ practitioner, Sabin is held to rigorous ethical standards, and always places the client’s interests first. In addition, Sabin holds the following FINRA securities licenses: Series 7, 24, 63 & 66.
Kerri’s career in the securities industry started in 2000, when John Burroughs needed an assistant. After being introduced to the position at Coast Commercial Bank, Kerri quickly transitioned into a more in-depth role with clients. Along with John, she branched off from the bank in 2003 to begin what, today, is known as Burroughs-Braley-Alibrandi Wealth Management.
After 20 years of experience, Kerri is an expert at building relationships with clients. She enjoys knowing about their lives and families which allows her to make sure that everything is done to achieve their financial goals. Superior client service is always her priority.
Kerri holds the following FINRA securities licenses: Series 7, 63 & 24.