Sierra Ocean, LLC

Jeffrey Burrow is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Sierra Ocean, LLC since 2021. Prior to this, he worked for seven years at Goldman Sachs Personal Financial Management. Outside of financial advising, he is a limited partner in a family entertainment center trampoline park. Sierra Ocean, LLC provides investment management and financial planning services to individuals, trusts, estates, non-profits, and business entities. The firm customizes asset allocations using a range of investment vehicles and offers portfolio monitoring, discretionary rebalancing, and access to independent managers.

Dezaree Seeds is a Certified Financial Planner (CFP®) with 13 years of industry experience. She has worked at Sierra Ocean, LLC since 2021 and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management as well as financial planning and consulting. The firm customizes asset allocations using a range of investment vehicles and offers ongoing portfolio monitoring and access to third-party platforms and independent managers.

Mayra Meza is a financial advisor at Sierra Ocean, LLC with a Series 65 designation and four years of industry experience. Prior to joining Sierra Ocean, she held positions at The Save Mart Companies, California State University, Stanislaus, Modesto Junior College, and OpenDoor Services. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm customizes asset allocations using mutual funds, ETFs, individual equities, fixed income, and selectively employs interval and private investment funds.