Citrine Capital is a fee-only financial planning and wealth management firm committed to helping business owners, entrepreneurs and tech professionals across the United States conserve and create wealth. We accomplish this by working with our clients to organize their finances, manage investments, define and prioritize goals, plan for major life events and/or early retirement, protect loved ones, and mitigate taxes.

 
 

Featured Media

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(KTVU-TV) Jump-start your spring by sparking joy with your finances. Jirayr sat down with KTVU-TV to share 5 tips to tidy up your accounts and #retirement goals.

(KTVU-TV) Jump-start your spring by sparking joy with your finances. Jirayr sat down with KTVU-TV to share 5 tips to tidy up your accounts and #retirement goals.

(The New York Times) Ryan spoke with the New York Times about the impending IPOs and the importance of being prudent with newly acquired wealth.

(The New York Times) Ryan spoke with the New York Times about the impending IPOs and the importance of being prudent with newly acquired wealth.

(KTVU-TV/Fox News) Ryan stopped by KTVU-TV to share five mistakes we should avoid making with our credit cards.

(KTVU-TV/Fox News) Ryan stopped by KTVU-TV to share five mistakes we should avoid making with our credit cards.