Sierra Ocean

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

521 N Wilma Ave Ste C, Ripon, California...

Phone Number

(209) 232-7100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sierra Ocean

Sierra Ocean, LLC is a financial advisory firm based in Ripon, California, specializing in providing personalized wealth management solutions for busy professionals and business owners. The company focuses on delivering conflict-free, fiduciary advice tailored to the unique financial needs of its clients, which include entrepreneurs and their families. With a commitment to clear communication and a comprehensive approach to financial planning, Sierra Ocean aims to improve clients' financial lives while alleviating stress around money management. Their services encompass traditional and alternative investments, retirement planning, tax strategizing, and estate planning, serving clients across the United States both in-person and virtually.Explore more
Sierra Ocean's Social MediaPopular SearchesSierra Ocean LLCSierra OceanSIC Code 62,628NAICS Code 52,523Show more

Sierra Ocean Org Chart

PhoneEmail
JB
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President & Lead Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sierra Ocean

<$5M
11-50
Private
-
2021
JB
Jeffrey BurrowPresident & Lead Advisor
$6.4M
11-50
Private
-
-
CB
Chris BarnesMortgage Consultant
$5.1M
11-50
Private
-
-
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2020
CW
Corey WanglerChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sierra Ocean is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sierra Ocean is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sierra Ocean.

Sierra Ocean Tech Stack

A closer look at the technologies used by Sierra Ocean

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Frequently Asked Questions Regarding Sierra Ocean

What is Sierra Ocean's official website?
Sierra Ocean's official website is www.sierraocean.com
What is Sierra Ocean's Revenue?
Sierra Ocean's revenue is <$5 Million
What is Sierra Ocean's SIC code?
Sierra Ocean's SIC: 62,628
What is Sierra Ocean's NAICS code?
Sierra Ocean's NAICS: 52,523
How many employees does Sierra Ocean have?
Sierra Ocean has 11-50 employees
What industry does Sierra Ocean belong to?
Sierra Ocean is in the industry of: Finance, Securities Trading
What is Sierra Ocean competition?
Sierra Ocean top competitors include: Starwood Ventures, VIP Lend, BLN Capital Funding, Paragon Investing
What technology does Sierra Ocean use?
Some of the popular technologies that Sierra Ocean uses are: goo.gl, Cloudflare CDN, Google Font API, GoDaddy DNS
How do I contact Sierra Ocean?
Sierra Ocean contact info: Phone number: (209) 232-7100 Website: www.sierraocean.com
What does Sierra Ocean do?

Sierra Ocean, LLC is a financial advisory firm based in Ripon, California, specializing in providing personalized wealth management solutions for busy professionals and business owners. The company focuses on delivering conflict-free, fiduciary advice tailored to the unique financial needs of its clients, which include entrepreneurs and their famil... ies. With a commitment to clear communication and a comprehensive approach to financial planning, Sierra Ocean aims to improve clients' financial lives while alleviating stress around money management. Their services encompass traditional and alternative investments, retirement planning, tax strategizing, and estate planning, serving clients across the United States both in-person and virtually.Read More

What are Sierra Ocean social media links?
Sierra Ocean Linkedin page
Is Sierra Ocean a public company?
Sierra Ocean is private company therefore does not currently have an official ticker symbol
See more information about Sierra Ocean

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