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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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About Us

Can choosing the right financial advisor in San Francisco make a difference? The Citrine difference can work for you.

About Us

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We are a San Francisco-based team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals devoted to transparency and the fiduciary standard of care. We take a comprehensive and dynamic approach to financial planning that is designed to ensure that our clients’ goals, financial and beyond, are realized. Read below to find out what makes us stand out from the rest.

Transparency
There are no hidden fees, hidden agendas or proprietary products at Citrine Capital. Unlike the majority of financial advisors, we do not receive fees and/or commissions from investment and insurance companies. We are only paid directly by our clients so that we can give conflict free, unbiased and transparent advice.

Fee-Only Financial Planning
We do not receive compensation of any kind (commissions, awards etc.) from anyone except our clients. Because of this our clients can be assured that our advice is objective and unbiased, and thus aligned entirely with their interests. You can learn more about fee-only financial planning here.

Comprehensive Wealth Management
Our comprehensive approach to wealth management targets four key areas: protection, savings, growth and taxes. Our holistic approach is designed to free up our clients' time and provide them with financial peace of mind, resulting in an increase in quality of life.

A Long-Term, Relationship Based Approach
We believe in a long-term, relationship-based approach to wealth management and financial planning. We help clients implement, monitor and manage their financial plan over the long-term, and we pride ourselves on being available for our clients whenever they need us.

Technology
We use cutting edge technology to make the financial planning process convenient and painless. For example, we offer both virtual and in person meetings, and our web-based wealth management platform makes it simple for our clients to view their accounts and progress from anywhere. This includes the ability to run dynamic financial reports from home.

A Fiduciary Duty
As CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and Investment Advisor Representatives we have a legal fiduciary duty to act solely in the best interest of our clients.