Edward Jones - Financial Advisor: Jeff Sinclair, CFP®|AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Jeff Sinclair is a financial advisor based in Rocklin, California, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-smart investment management. As a Certified Financial Planner (CFP®), Jeff provides personalized financial guidance through face-to-face consultations. His practice focuses on helping individuals and families achieve their financial goals and prepare for significant life events.

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