Jason Braley, CFP®

Jason Braley, CFP®

Managing Partner

Have you ever had a difficult time making a financial decision and wondered if you were doing the right thing? This is the core of what we do, helping people and small businesses make good and informed financial decisions to build wealth. I believe the foundation to building your wealth starts by gaining a deep understanding of your unique situation and developing a personalized plan. With over 15 years of experience in working through thousands of different situations, I bring a great amount of real-world knowledge to our decision making.

I began my career working as an intern for Froshman Financial in 2004. After graduating, I was hired there full-time. In 2010 the owner decided to sell his business to John Burroughs, owner of Burroughs Financial Services in Santa Cruz. I worked closely with John until he retired at the end of 2017 when he achieved the 50-year mark in financial services. I purchased the business from him and continue to build our legacy.

For many years, my partner Sabin and I had dreamed of building something big together. In 2018, we successfully merged our businesses to become Burroughs-Braley-Alibrandi Wealth Management.

As a CERTIFIED FINANCIAL PLANNER ™ practitioner, I am held to rigorous ethical standards and always place my client’s interests first. I hold the following FINRA securities licenses – Series 7 & 63.

Education:

  • Cal State Monterey Bay – Bachelors of Science Business Administration.
  • UCSC Extension Silicon Valley – 2 Year Financial Planning Certificate

My wife, Ashley, and I have been together for 20 years and have a 7-year old son, Fox. Without Ashley’s encouragement and support, we would not be where we are today. I commit my life to being a good father, husband, business owner and friend. Outside of this, I’ve been an avid mountain biker since before bike suspension was invented, I enjoy the satisfaction of sweat equity, working on my race car, wrestling with my son, and just being outside in the fresh air.