SEC CRD #801-121123
Ripon, CA | Financial Advisor — Sierra Ocean, LLC CUSTOM WEALTHCARE BEYOND COMPARE™ Let Us Help You Finance Your Life with Intention See What We Offer --> Financial Guidance for Prosperous Individuals, Entrepreneurs Their Families At Sierra Ocean , we work with a dynamic group of clients who each have distinct goals for their lives yet share a common challenge. They’re financially successful—but between professional and family obligations, they’re spread thin. If you’re a busy professional or business owner seeking a lead advisor to help coordinate and improve your financial life, you’re in the right place. Our Mission By crafting purposeful wealth solutions and being your personal partner, helping you live well is our goal. At a Glance, Here’s a Bit About What You Can Expect From Us Conflict-Free, Fiduciary Advice is Our Commitment We don’t receive kickbacks for recommending products over others—we provide guidance based on an understanding of your family’s circumstances and needs. We Specialize in the Needs of Business Owners Uniquely familiar with entrepreneurship, we specialize in serving business owners but we also work well with successful professionals on an upward financial trajectory. Speaking Your Language is Our Thing While founder Jeff Burrow is a professional fiduciary with Wall Street Experience, he explains things in normal terms. No confusing jargon here—just straightforward talk. Based in CA, We Also Serve All States Whether you’re located nearby or elsewhere
JEFFREY BURROW
CHIEF COMPLIANCE OFFICER
📞 (209) 232-7100
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$545M
Location
RIPON, CA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.