Kerri J. Berry

Kerri J. Berry

Client Advocate and Office Manager

Superior client service is always my priority.  As your Client Advocate, I work with you to make sure that your needs are always met in a timely manner and that all your questions are being addressed.  If there is a life change, I will guide and assist you through necessary tasks, making them as simple as possible.  As the Office Manager, I can be your first point of contact to schedule an appointment, or for any inquiry regarding your financial planning process.  I will ensure that the appropriate member of our team responds to your query. 

My career in the securities industry began in 2000, when John Burroughs, CFP® needed an assistant.  After my introduction to the position at Coast Commercial Bank, I quickly transitioned into a more in-depth role with clients, receiving my Series 7, Series 63, and Series 24 licenses.  John and I branched off from the bank in 2003, to begin this firm, which has evolved into the practice of Jason Braley and Sabin Alibrandi.  Now, after over 20 years of experience, building relationships with our clients is what I enjoy most.  Knowing about their lives and families allows me to make sure that we are doing everything possible to facilitate with their financial goals. 

When I am not in the office, I enjoy a home nearby.  My husband, Bryan, our teenage daughter, and I enjoy our time together taking walks to the beach, playing with and training our German Shepherd, relaxing and puttering around our home and community.  I’ve been in the county of Santa Cruz since 1995 and feel so incredibly lucky to be part of this beautiful community!