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535 Mission Street
San Francisco, CA, 94105

415 494 8262

We are a team of fee-based CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals committed to transparency and the fiduciary standard of care. Our relationship-based, comprehensive approach to wealth management and financial planning is designed to create and conserve wealth while providing our clients with financial peace of mind and an increased quality of life.

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Citrine Capital | Fee-Only Financial Planner San Francisco | Wealth Management | Advisor

Searching for a San Francisco-based financial advisor to assist with retirement, financial planning and wealth management?

 

Take control of your finances

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Citrine Capital is a fee-only, San Francisco-based financial planning and wealth management firm committed to helping tech professionals and business owners thrive.

Our comprehensive approach to financial planning is designed to free up our clients’ time and provide peace of mind by helping them make prudent financial decisions for themselves and those who depend on them. Specifically, we help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved ones, and conserve and create wealth.

 
   THE CITRINE DIFFERENCE.   Citrine is very different from the traditional wealth management firm.  Find out  what makes Citrine Capital unique.

THE CITRINE DIFFERENCE. Citrine is very different from the traditional wealth management firm. Find out what makes Citrine Capital unique.

   SERVICES.   We offer investment management and financial planning services to meet the needs of families, professionals and entrepreneurs.   Find out  about our specialties. 

SERVICES. We offer investment management and financial planning services to meet the needs of families, professionals and entrepreneurs.  Find out about our specialties. 

   TAKE ACTION.   Request an introduction meeting or contact us with any questions you may have. Let's  start a dialogue    today.

TAKE ACTION. Request an introduction meeting or contact us with any questions you may have. Let's start a dialogue today.

 

About Us

We are a team of fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals devoted to transparency and the fiduciary standard of care. Our relationship-based, comprehensive approach to wealth management and financial planning is designed to provide our clients with financial peace of mind and an increased quality of life.

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Our Clients

Our clients are tech professionals and business owners who come to us with a large percentage of their net worth concentrated in private companies, or in companies that have recently gone public or gone through a merger/acquisition event. They’re typically juggling family with demanding careers and dynamic lives, and their financial picture is becoming increasingly complex.

They work with us because they realize that they don’t have the energy or expertise to manage their finances on their own. And the time and peace of mind that can be saved by hiring a financial planner is becoming increasingly priceless.