Certified Financial Planner in San Francisco
We empower Bay Area innovators like you with forward-thinking wealth management strategies designed around your life and career. Our fee-only model means that our advice is always unbiased, transparent, and tailored to serving you.
Why Choose a Certified Financial Planner in San Francisco?
Navigating the Bay Area's unique financial landscape requires a financial planner who truly understands it—from the challenges of a high-cost-of-living area to the complexities of equity compensation. At Citrine Capital, we provide the confidence and peace of mind that comes with partnering with seasoned professionals.
Whether you’re a startup founder planning for a liquidity event or a tech professional trying to optimize stock options, we offer personalized strategies that fit your goals and lifestyle.
Our Certified Financial Planning Services
Our services are designed to meet the unique needs of Bay Area professionals, from building resilient investment portfolios to simplifying equity compensation.
✓ Financial Planning
Your life, your plan. We’ll develop a personalized roadmap that covers budgeting, debt management, retirement planning, and more—all tailored to your goals.
✓ Investment Management
We design investment portfolios aligned with your risk tolerance, goals, and timeline. From wealth growth to retirement planning, we’ll help you build a strategy that supports your future.
✓ Equity Compensation Planning
Equity compensation doesn’t have to be overwhelming. Our team analyzes stock options and other forms of equity compensation, evaluates tax implications, and integrates your equity package into your overall financial strategy.
✓ Tax Preparation
More than just filing returns, we plan ahead to reduce future tax liabilities. Our approach includes estate tax analysis and strategies to minimize taxes over the long term.
Who We Work With
We proudly serve Bay Area professionals and tech innovators seeking a certified financial planner in San Francisco.
Startup Founders
We help startup founders optimize equity compensation, integrate personal and business finances, and prepare for significant milestones like IPOs or acquisitions. Our tailored strategies focus on maximizing wealth, minimizing tax exposure, and providing clarity during high-growth phases.
Entrepreneurs
We help Bay Area entrepreneurs tackle the financial challenges of inconsistent income, wealth preservation, and aligning finances with family and legacy goals. Our expertise allows you to concentrate on growing your business while we handle the complexities of your financial life.
Tech Professionals
Our advisors create personalized strategies for tech professionals to maximize equity packages, optimize RSUs and stock options, and achieve financial independence. We simplify complex tax scenarios and balance liquidity opportunities with long-term goals.
The Citrine Capital Advantage
Financial planning in San Francisco requires a deep understanding of the Bay Area’s unique financial and economic landscape. Our experts build personalized strategies that align with these dynamics and empower you to achieve your financial goals.
Transparent Financial Advice
Our fee-only model eliminates hidden fees and promotes a transparent, authentic approach, ensuring that every recommendation is made in your best interest.
Tailored Strategies for Every Stage of Life
From building wealth to managing equity compensation and planning for financial independence or sabbaticals, our strategies evolve with your career and life changes.
Financial Expertise for Bay Area Professionals
With deep knowledge of the Bay Area’s financial dynamics, working with a Citrine Capital financial planner in San Francisco, CA, helps you navigate the region’s unique challenges with confidence.
Get Started with a Financial Planner in San Francisco
Seeking a trusted CFP in San Francisco that understands your needs and goals? Take the first step toward financial clarity by requesting a meeting.
Fill out a short questionnaire to help us determine if our services are the right fit for you. Our team will review your information and reach out to schedule a consultation with a certified financial planner in San Francisco.
Get started today and take control of your financial future.