Sabin has nearly 20 years of experience as a financial planner. He believes the planning process is the foundation of 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.
Education:
- Santa Clara University – Master of Business Administration with an emphasis in Finance
- UC Santa Cruz Extension, Silicon Valley – 2 Year Financial Planning Certificate
- California State University, Monterey Bay – Bachelor of Science, Business Administration
- Art Institute of Seattle – Associate of Applied Arts, Culinary Arts