Jean Sinclair (BA, CFP®, MBA, MSBA)

Jean Sinclair focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

We offer solutions tailored to your personal situation using a consultative and collaborative approach, and place an emphasis on client education and empowerment.  Recognizing that most people do not wish to spend as much time on their finances as we do, we also try to help you simplify your financial life while you are on the way to achieving your financial goals.

We act as your thinking partner to find solutions tailored to your personal situation using a consultative and collaborative approach. We place an emphasis on client education and empowerment.

 The firm offers financial planning and investment management services.  We believe that a coordinated effort between managing client investment portfolios and financial planning is the best approach to building a complete wealth management solution.  Many of our firm’s clients seek both services; however there is no requirement that you engage us for both financial planning and management of your investment portfolio.

Additional Information

Over time we have learned that we work best with people who share our belief that money is a tool, and who possess the following characteristics:

  • The desire and motivation to improve their financial situation and decision making
  • A willingness and the ability to take action
  • The ability to communicate openly and honestly

We work with clients of varying demographics, but most of our clients are:

  • Working or retired professionals and executives
  • People going through life transitions, such as retirement, a change in marital status (through marriage, divorce or widowhood)
  • Women on their own
  • Retirees

NAPFA Start Date

October 03, 1997


This Office

12636 High Bluff Dr Ste 400 San Diego, CA 92130 Phone: (858) 581-3824