Financial Wellness Series- Pt. 3 Wealth & Lifestyle Management with Certified Financial Planner Jeff Burrow

Awaken Your Ego

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Jeff Burrow specializes 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. He’s always had a passion for financial literacy and helping others in their own journeys, financial or otherwise.
He began his career after being exposed to it at a young age. Jeff had the unfortunate experience of having his father pass away when he was just 16 years old. His mother never received good advice on what steps to take to become financially strong. Jeff is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and began his financial career with Morgan Stanley in the late 1990s. He is a leader in his industry, having co-authored the book, FlexScore: Financial Advice for the Rest of Us and holds 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 from 2001-2009.
After co-founding his own independent advisory firm known as Valley Wealth in 2008, he merged with Goldman Sachs Personal Financial Management predecessor firm United Capital Financial Advisors in 2014. In 2021, he decided to again leave Wall Street and create his own independent advice company, Sierra Ocean, LLC.
Born and raised in the Central Valley of California, Jeff is happy to live in the same area where he grew up in Ripon, CA. He and his wife, Nicole, keep busy raising their three children. In his free time, he enjoys golfing, hiking and going to the beach with family.
To learn more about Jeff, go to www.jeffburrow.com
To watch this episode on YouTube go here: https://youtu.be/sJcQuEnqKm0
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