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, rebranding to Beach House Wealth Management in 2022.
As a CERTIFIED FINANCIAL PLANNER ™ practitioner Jason is held to rigorous ethical standards and always places the client’s interests first. Jason holds the following FINRA securities licenses: Series 7 and 63.
Education:
- Cal State Monterey Bay – Bachelor of Science Business Administration.
- UCSC Extension Silicon Valley – 2 Year Financial Planning Program