Creative Planning > Krystle Sinclair, CWS®

Krystle Sinclair, CWS®

Wealth Manager, Partner

Krystle serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than 15 years of experience in the financial services industry, Krystle offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Krystle served as a wealth advisor at a national investment advisory firm, where she was involved in portfolio construction, financial plan creation and execution, investment management, and investment research.

Krystle received her Bachelor of Arts degree from the University of Nevada, Reno. She is also a Certified Wealth Strategist<sup>®</sup> professional, as designated by Cannon Financial Institute.

Krystle is an equestrian who also enjoys traveling, reading and spending time with her two children, Bernice and Kane.

Articles by Krystle Sinclair, CWS®

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