Empowering You to Achieve Financial Freedom
At Citrine Capital, we're dedicated to helping startup founders, entrepreneurs, and tech professionals achieve financial freedom. As a fee-only wealth management firm, we take pride in providing transparent, straightforward, and authentic guidance to our clients. Our team is committed to helping individuals and families conserve and create wealth, achieve financial independence, and protect their loved ones.
Our Services
We offer a wide range of services designed to help our clients achieve their financial goals. Our team of experienced financial planners will work closely with you to:
- Organize your finances and create a personalized financial plan tailored to your unique needs and goals
- Manage your investments and optimize your portfolio for maximum returns
- Define and prioritize your financial goals, whether it's planning for retirement, paying for education expenses, or achieving financial independence
- Protect your loved ones with tailored insurance and estate planning strategies
- Mitigate taxes and optimize your tax strategy to minimize liabilities
- Provide elite-level client care and ongoing support to ensure you stay on track with your financial plan
Our Philosophy
At Citrine Capital, we believe that everyone deserves access to high-quality financial planning and wealth management services. That's why we're committed to providing transparent, fee-only advice that's free from conflicts of interest. We don't accept commissions or sell proprietary products, so you can trust that our recommendations are always in your best interests.
Our Team
Our founders, Ryan and Jirayr, have years of experience in the financial industry and share a common vision for providing ethical, client-centered financial guidance. They're passionate about helping individuals and families achieve financial freedom and building long-term relationships with their clients.
Financial Planning Expertise and Professionalism
The reviews highlight the exceptional expertise and professionalism of the team at Citrine Capital. The authors of the reviews praise the financial planners for their in-depth knowledge, holistic approach to financial planning, and client-centric service. The reviews emphasize the importance of transparency, responsiveness, and integrity in their work.
Personalized Service and Trust
The reviewers express admiration for the personal attention and dedication shown by the financial planners. They appreciate the willingness to listen and adapt to individual needs, tailoring the financial plans to fit the unique circumstances of each client. The reviewers emphasize their trust in the planners, citing their expertise and confidence in their decision-making.
Results-Focused and Results-Driven
The reviews focus on the tangible results and benefits derived from working with Citrine Capital. The authors report significant improvements in their financial well-being, confidence, and overall happiness. The reviews highlight the effectiveness of the financial planners in creating personalized financial plans that align with clients' goals and values.
