Jeffrey S. Burrow is the founder of Sierra Ocean, LLC, and is a CERTIFIED FINANCIAL PLANNER™professional and an Accredited Investment Fiduciary®. He focuses on the wealth management needs of high-net-worth families, foundations and endowments, and business owners. Jeff also serves as an expert witness and consultant in personal financial matters, helping to substantiate reasonable levels of investment return, amounts of income and estimated values of lump-sum assets for legal proceedings. After graduating with honors from UC Santa Barbara, he began his financial career with Morgan Stanley in the late 1990s. He earned credentials from The American College, The College for Financial Plannin