Erin Sinclair, Financial Advisor located in San Mateo, CA

Financial Advisor
Erin Sinclair

CFP®
411 Borel Avenue, Suite 505, San Mateo, CA 94402opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Women Investors
  • Wealth Strategies
  • Inheritance Guidance
  • Employee Stock Options
  • Retirement Income Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Pickleball
  • Tennis
  • Hiking
  • Traveling

Team Members

  • Jackie West
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(650) 343-0700

Fax

(866) 462-4391

Office Address

411 Borel Avenue
Suite 505
San Mateo, CA 94402opens in a new window

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