Jeff Burrow is the founder of Sierra Ocean, LLC, and is a CERTIFIED FINANCIAL PLANNER™professional and an Accredited Investment Fiduciary® who focuses on the wealth management needs of clients all across the country. He improves the lives of entrepreneurial families by working with them on investment policy, retirement planning, alternative investments, tax strategizing and estate planning. After Jeff graduated magna cum laude from UC Santa Barbara in the late 1990's, he set his sights on personal financial planning and advice. He knew that people wanted to develop relationships with advisors they could trust, who spoke like real people (not over people’s heads), and were knowledgeable enough to give them an edge in their family’s personal finances.

Jeff began his career with Morgan Stanley and spent time at Goldman Sachs. After co-founding his own independent advisory firm, he co-authored the book, FlexScore: Financial Advice for the Rest of Us and earned US Patent #8,533,092, the financial industry’s first personal finance “health score” that provides conflict-free advice. Jeff has also hosted his own personal finance weekly radio show “Making Dollars and Sense” and produced the “One Minute Market Recap” for several radio stations.

Employment

  • Sierra Ocean
    President & Lead Advisor
    started Jun 2021