
License Verified:
License: 4898564
Investment Adviser Public Disclosure Database, SEC
Burroughs-Braley-Alibrandi Wealth Management
Business Description
Burroughs-Braley-Alibrandi Wealth Management offers financial planning solutions to clients in Santa Cruz. The company analyzes a customer's cash flow and tax situation and formulates strategies geared toward amassing funds for retirement and unforeseen events. It monitors current developments in individuals' portfolios, making adjustments to address shifts in the economy. Managing partner Jason Braley has over 15 years of experience in investment planning. He was with Froshman Financial starting in 2004 and bought it from John Burroughs in 2017.
License Verified:
License: 4898564
Investment Adviser Public Disclosure Database, SEC