Jeff Sinclair

Background

About Jeff Sinclair

Thanks for stopping by! I'm a Financial Advisor and CFP® professional who loves to help my clients pursue and achieve their most important financial goals. I offer comprehensive advice, strategies, and investments, and most commonly help high-performing professionals and their families when they: Need a plan to ensure/remain on track for their retirement and beyond. Aren't happy with the service or engagement of their current wealth manager, or are tired of self-managing their accounts. Are changing jobs and need to analyze the pros/cons of the options for their old retirement account. I approach these topics with the same authenticity and transparency that I would want in your shoes. I love my job because I can make a tangible difference in client's financial lives. My accreditations and certifications: • CFP® certification • Chartered Retirement Planning Counselor™ (CRPC™) certification • Accredited Asset Management Specialist™ (AAMS®) certification • BA degree with honors in Economics from UCLA • Series 7, Series 66, and Securities Industry Exam • CA & NM Life Insurance Outside work, my wife and I love spending time outdoors, and are constantly entertained by our amazing baby boy, crazy dog, and "interesting" cat. We both grew up locally, and spend a lot of time locally with our families and friends. I am also a soccer fanatic and avid reader. I'd love to hear about your financial goals, challenges, and dreams in a complimentary consultation. Here is my website where you can book an appointment: I can also be reached directly at (916) 782-1045 or jeff.sinclair@edwardjones.com. You can count on me to: Create a comprehensive personalized financial strategy incorporating your current situation, financial goals, tax picture, insurance needs, and estate considerations. Use a consultative process to build a portfolio and strategy tailored to your goals and risk tolerance. Help you understand the investment world, and how it applies to your personal financial picture. Partner together long-term to keep you on For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see