Financial Edutainment

About

Passion.

Experience.

Diligence.

My Background

Jeff Burrow 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 focuses on the wealth management needs of clients all across the country. A large portion of his clients are business owners like he is. He improves the lives of entrepreneurial families by working with them on investment policy, retirement planning, alternative investments, tax strategizing and estate planning.

Jeff began his career after being exposed to finance at a young age. His father passed away when he was just 16 years old, leaving Jeff and his newly widowed mother to navigate the complex world of financial advice. As a bright student with a growing interest in business and finance, Jeff accompanied his mother to meet with financial advisors, only to realize that many were simply sales people pushing products rather than offering genuine guidance. Unfortunately, his mother never received the proper advice needed to build financial strength, which left a lasting impression on Jeff and shaped his future aspirations.

After graduating magna cum laude from UC Santa Barbara, Jeff set his sights on a career in financial planning. He recognized that people needed trustworthy advisors who could communicate clearly and help them gain confidence in their financial futures. Starting his career at Morgan Stanley in the late 1990s, Jeff eventually co-founded Valley Wealth, an independent advisory firm, in 2008. In 2014, Valley Wealth merged with United Capital Financial Advisors, which later became part of Goldman Sachs Personal Financial Management. However, in 2021, Jeff decided to leave Wall Street again and establish his own independent advisory company, driven by his passion for providing conflict-free, personalized financial advice.

Jeff is a member of the Stanislaus County Estate Planning Council, a founding member of the Transfer of Wealth Technical Advisory Committee for the Stanislaus Community Foundation, and is a founding board member for the Modesto Children’s Museum.

Born and raised in the Central Valley of California, Jeff is happy to live in the same area where he grew up. He has two children in college and one in high school, and in his free time, he enjoys traveling, hiking and going to the beach.

Education

UNIVERSITY OF CALIFORNIA, SANTA BARBARA
Bachelor of Arts, 1999

Professional Credentials

• CERTIFIED FINANCIAL PLANNER™ Professional
• Chartered Retirement Plans Specialist℠
• Accredited Investment Fiduciary®