Krystle M. Sinclair
Private Wealth Manager
- Role
- Private Wealth Manager at Creative Planning
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
About Krystle M. Sinclair
Reno,NVLake Tahoe
Experience
Private Wealth Manager
Oct 2025 — Present · Reno, NV, US
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities; Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management; Business Services; Managed IT; Outsourced Accounting & Bill Pay; M&A Consulting; Payroll Services; Audit & Attest; Business Valuations.
Education
Jack Welch Management Institute
Master of Business Administration (M.B.A.), Finance, General
2021 — 2023
University of Nevada-Reno
Bachelor of Arts (B.A.), Psychology
Skills
- Investments
- Banking
- 401k
- Outlook
- Management
- Analysis
- Financial Planning
- Mortgage Lending
- Microsoft Office
- Sales
- Leadership
- Business Planning
- Customer Service
- Financial Services
- Retirement Planning
- Microsoft Excel
- Powerpoint
- New Business Development
- Finance
- Financial Advisory
- Equities
- Capital Markets
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