Jean Sinclair, MBA, MSBA, CFP®, CeFT®
"I became interested in personal finance at a very young age, saving my allowance, money earned doing chores, and birthday and holiday gifts for years before buying my first horse at the age of ten. Early on, I learned the power of setting goals, the satisfaction of working to achieve them, and then experiencing the joys of reaching my dreams. (And I still love horses!) Now I work to help my clients achieve their own dreams and goals."
Jean Sinclair is a Certified Financial Planner® (CFP®) professional, a Certified Financial Transitionist®, and is the Managing Member of Avenue Advisors, LLC.
Ms. Sinclair’s formal education includes an MBA in Finance and an MSBA in Business Administration with a specialization in Financial and Tax Planning. Her undergraduate work focused on family studies, social welfare and sociology as preparation for a graduate degree in marriage, family, and child counseling. Ms. Sinclair graduated magna cum laude and with distinction in her field of study. As a Certified Financial Transitionist®, she has received training in the neuropsychology of change and money in order to help clients successfully navigate life’s transitions and challenges.
Over the past 20+ years, she has contributed to and has been quoted in The Wall Street Journal, Business Week, Dow Jones Newswire, Money magazine, and other national and local publications. She has also appeared on the KPBS radio program “These Days,” serving as an expert on the subjects of couples and money, and how to cope with a difficult economy. As a leader in the profession, speaking engagements to her peers include presentations at the Financial Planning Association (FPA) National Conference, the FPA of San Diego’s Annual Symposium, Shareholders Service Group (SSG) National Conference and NAPFA's National Conference.
She is currently focusing her efforts on helping her clients achieve happier, more fulfilling lives while simultaneously living a very active and balanced life herself. A believer in lifelong learning, Ms. Sinclair is doing advanced work and training to help her successfully guide clients through life transitions, such as retirement, change in marital status, a liquidity event or a personal reinvention.
Professional Recognition & Involvement
- National Association of Personal Financial Advisors (NAPFA) National Board of Directors
- Co-founder and co-chair of NAPFA’s Women’s Initiative
- Adjunct professor at San Diego State University’s College of Extended Studies
- Past President and Chair of NAPFA’s West Region Board of Directors
- San Diego State University Financial Planning Program Advisory Board
- KPBS Planned Giving Advisory Committee
- Past Board member for the Institute of Certified Financial Planners (the precursor organization to the Financial Planning Association)
- Nominated and selected as a Five Star Wealth Manager from 2011-current
What do you do when you’re not working?
I’m actively engaged in my hobbies and interests which include riding and taking care of my horses and Bengal cats, traveling with my husband and friends, practicing Pilates and yoga, reading, and gardening. These activities allow me to indulge in my strong love for desserts and wine.
My future plans include pursuing my interests in art, writing, baking, and resuming playing piano.
What are some of your favorite quotes?
"The master in the art of living makes little distinction between his work and his play, his labor and his leisure, his mind and his body, his information and his recreation, his love and his religion. He hardly knows which is which. He simply pursues his vision of excellence at whatever he does, leaving others to decide whether he is working or playing. To him he's always doing both. " ― James A. Michener
“Life is not about waiting for the storms to pass. It's about learning how to dance in the rain.” ― Vivian Greene
“Be the change that you want to see in the world.” ― Mahatma Gandhi