Sierra Ocean - Crunchbase Company Profile & Funding

Q: Where is Sierra Ocean's headquarters?

Sierra Ocean is located in Ripon, California, United States.

Overview

Sierra Ocean

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Sierra Ocean

CB Rank

1212538

Sierra Ocean provides custom wealth care for established business owners to emerging high-earning professionals.

Founded

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Private

Ripon, California, United States

1-10

sierraocean.com

Advice

Consulting

Finance

Financial Services

Key People

Jeff Burrow: President & Lead Advisor
Past Role: Goldman Sachs Japan, Vice President

Details

Legal Name

Sierra Ocean, LLC

Operating Status

Active

Company Type

For Profit

Founders

Jeff Burrow

About the Company

Sierra Ocean provides custom wealth care for established business owners to emerging high-earning professionals.

Phone Number

(209) 232-7100

Contact Email

hello@sierraocean.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning

A service that evaluates clients' financial status and goals to create a detailed plan covering cash flow, investments, retirement, taxes, insurance, estate, and debt management.

Traditional Investment Management

Management of diversified investment portfolios using model or custom portfolios to balance risk and return, including options focused on ESG and thematic sectors.