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The Brauner Company is an independent, family-owned firm dedicated to our clients’ well being. Over the last 30 years we have helped hundreds of individuals and families successfully navigate life’s financial transitions.

Some firms tend to focus on just the “numbers” aspect of a transition. Our holistic process, however, integrates the financial, emotional, and lifestyle components of our clients’ transitions.

If you are anticipating, or in the midst of, a major life transition, we invite you to set up a free consultation at your convenience. Call or email us to schedule an exploratory meeting .

Meet The Team

Continuity Partner
Continuity PartnerNick Skrabo

Nick Skrabo is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in investment management and retirement planning. His goal is to help clients navigate complex financial subjects in easy-to-understand terms. Nick is a natural teacher, and from a young age gravitated toward all things finance. He grew up in Davis and attended San Diego State University where he obtained a bachelor’s degree in business administration with a concentration in accountancy in 1999. He completed the CERTIFIED FINANCIAL PLANNER™ certification at UC Davis in 2008 and holds the Series 7, Series 63, Series 65, and insurance licenses. Nick started his career as an auditor for the State of California before moving to Chicago to become a market maker on the floor of the Chicago Board Options Exchange. While that was a very stimulating and rewarding career, he decided that interacting with people to help make a difference in their lives would have a greater impact than floor-trading. So he moved back home and started his financial planning practice in Sacramento in 2008, which has since expanded to the Bay Area, where the majority of his clients reside. He feels lucky to work with the clients he has, and wants to continue developing new life long relationships. He believes in personal customization and working with each client’s unique circumstances to help them pursue their goals. On a personal note, Nick is an avid golfer and tennis player. He belongs to a men’s tennis league and is registered with the USTA. Athletics run deep in Nick’s family, especially in football. His father was a high school football coach, his uncle played at Stanford University, his cousin played at the University of Oregon, and Nick played high school football as well. One of the goals on his “bucket list” is to travel to all the major football stadiums and baseball parks in the United States.

http://brokercheck.finra.org/Individual/Summary/4484915

 

Nicholas Skrabo, CFP® is a Registered Representative of and offers securities through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., Nicholas Skrabo, Investment Advisor Representative. Skrabo Financial Services and the Securities America companies are unaffiliated. Securities licensed in CA, ID, FL, MN, NC, NJ, NY, PA SC, TX, and WA. CA Insurance Lic #0G14604

Find out about Our Services

 

Securities offered through Securities America, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. Fritz Brauner (CA Insurance Lic. #0671627) and Sue Brauner (CA Insurance Lic#0707989), Registered Representatives. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Fritz Brauner and Sue Brauner, Investment Advisor Representatives. The Brauner Company and Securities America, Inc. are unaffiliated. Fritz Brauner is Securities Licensed in: AZ, CA, CO, HI, IL, MA, MN, NH, NV, OH, OR, WA. Fritz is also Insurance Licensed in AZ, CA, IL, NV, OR, WA. Sue Brauner is Securities Licensed in: CA, ID, MN, NM, WA, WI. Sue is also Insurance Licensed in CA, ID, MN, NM, NV, WA.