Home

Welcome to Avenue Advisors, LLC

a Fee-Only financial advisory firm located in San Diego, California.

Meeting your unique needs and helping you realize your dreams – that’s our mission at Avenue Advisors. With our investment management and financial planning services, you'll achieve greater control over your financial life and future as you move towards realizing your dreams, goals and objectives.

You will receive full transparency in our working relationship. We are Fee-Only advisors because we wish to avoid potential conflicts of interest relating to recommendations of financial products. We do not sell products, accept commissions or accept or pay referral fees. We are paid solely by client fees and work only for our clients.

Thank you for taking the time to determine whether we can help you. Please call us at 858.581.3824 or e-mail us at info@avenueadvisors.com to start or continue the conversation.

Home

Our Services

See how we may serve you today

Our Mission

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.

Investment Management

Are you someone who doesn't enjoy researching the investment markets? Would you rather spend more time with friends, family and on your passions than reviewing your finances? Let us handle the details, while keeping you involved with the big picture and your strategies.

Financial Planning

Would you like a professional collaboration on how to achieve your personal and financial goals? Are you looking for a second opinion for advice you’re received from others, actions you’ve taken or decisions you’re considering? In any case, you’ll receive professional consulting that fits your needs and preferences.

Meet Us

Jean Sinclair, MBA, MSBA, CFP®

Managing Member, Certified Financial Planner®

"I became interested in personal finance at a very young age, saving my allowance, money earned doing chores, and birthday and...

Thao Truong, CFP®

Associate

"I was studying in England when I received a phone call from my mom, calling from Vietnam to tell me that I’d have to come...

Latest Blog Posts

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Avenue Advisors, LLC. on November 16th, 2020

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is always the best place to start.

9 Important Details About Early Retirement Plan Rollovers

Submitted by Avenue Advisors, LLC. on November 9th, 2020

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s.

What College Students Need to Know About Money

Submitted by Avenue Advisors, LLC. on November 2nd, 2020

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living.

Life is filled with tough choices,

Our focus is to simplify and improve your life

It's not just about your money, it's all about your life.

We believe in values beyond just the investing relationship.

If the complexity of your life requires judgment, insight and access to expert points of view, we believe we can help you by:

Bringing wisdom and providing perspective