Edward Jones - Financial Advisor: Erin Sinclair, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Erin Sinclair is a Certified Financial Planner (CFP®) and financial advisor based in San Mateo, California. She offers a range of financial services including retirement planning, education savings strategies, and tax-efficient investment management. Erin believes in the importance of face-to-face conversations to understand her clients' financial goals. She serves individuals and families looking for personalized financial guidance to help them achieve their long-term objectives.

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