Jeffrey S. Burrow, CFP®VICE PRESIDENT
Jeff Burrow focuses on clients’ wealth management needs at the Modesto, Sacramento, and Walnut Creek, CA offices of Goldman Sachs Personal Financial Management (PFM), within the Consumer and Investment Management Division of Goldman Sachs. He works on investment policy, retirement planning, alternative investments, and non-profit endowment plans.
Jeff graduated magna cum laude from UC Santa Barbara and is a CERTIFIED FINANCIAL PLANNER (CFP®). He began his financial career with Morgan Stanley in the late 1990s. After opening his own independent advisory firm known as Valley Wealth in 2008, he merged with Goldman Sachs PFM predecessor firm United Capital Financial Advisors in 2014.
Jeff is a member of the Stanislaus County Estate Planning Council, as well as a founding member of the Transfer of Wealth Technical Advisory Committee for the Stanislaus Community Foundation.
Born and raised in the Central Valley of California, Jeff is happy to live in the same community where he grew up. He and his wife, Nicole, keep busy raising their three children. In his free time, he enjoys golfing, hiking, and going to the beach with family.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.