Financial Advisor San Francisco

We specialize in helping Bay Area innovators achieve their financial goals through personalized wealth management strategies. As experts in navigating the region’s unique financial complexities, we are committed to guiding you toward long-term success.

Our fee-only model guarantees transparent, unbiased advice tailored to your specific needs—always centered on what matters most to you.

Why Work With a Financial Advisor in San Francisco?

Between the high cost of living, the dynamic nature of the tech landscape, and the complexities of equity compensation, the Bay Area presents unique financial and tax planning challenges.

We understand these unique dynamics and have built a reputation for creating proactive strategies that align with the fast-paced lives and careers of our clients.

With us, you’ll enjoy the peace of mind that comes from knowing your financial future is guided by experienced professionals who put your goals first.

Comprehensive Services from a Financial Advisor You Can Trust

Finding the right financial advisor in San Francisco is essential for navigating the region’s unique wealth ecosystem. Our services address these realities and help you achieve your personal and professional goals.

✓ Financial Planning

We design comprehensive, personalized financial plans tailored to your unique journey. Whether managing cash flow, saving for a home, or planning for major life milestones, our expert guidance ensures both short-term stability and long-term growth.

✓ Equity Compensation Planning

Equity compensation doesn’t have to be overwhelming. Our advisors help you unlock the full value of your stock options, RSUs, and other equity. We create comprehensive strategies to minimize tax burdens and maximize wealth-building opportunities.

✓ Tax Preparation

Proactive tax planning goes beyond filing returns. We help you minimize liabilities now and in the future, including estate tax strategies that preserve your wealth for generations.

The Citrine Capital Advantage

As seasoned financial advisors in San Francisco, we combine personalized service, expert financial knowledge, and a deep understanding of the Bay Area’s unique economic landscape to deliver solutions that help our clients thrive.

Transparent Financial Advice

Our fee-only model eliminates hidden fees and promotes a transparent, authentic approach, ensuring our advice is always tailored to your goals and not driven by commissions or third-party incentives.

Strategies Designed Around Your Life and Career

Life, values, and careers evolve, and so should your financial plan. We develop adaptable strategies that grow with you, providing sustainable solutions for every stage of your journey.

Expertise You Can Trust

With years of experience serving Bay Area professionals, our team combines deep industry expertise with a forward-thinking approach that’s built around your needs.

Who We Work With

We proudly serve ambitious Bay Area professionals and tech innovators seeking a personal financial advisor in San Francisco.

Startup Founders

We help startup founders manage equity, prepare for liquidity events, and align business success with personal financial goals for lasting wealth.

Entrepreneurs

Our tailored financial plans address inconsistent income, optimize tax strategies, and support long-term wealth preservation and family goals.

Tech Professionals

We simplify equity compensation, manage stock options, and create plans that secure financial independence for tech professionals

Get Started with a Bay Area Financial Advisor

If you’re seeking a San Francisco financial advisor who understands your unique needs and goals, we’re ready to help.

Fill out a short questionnaire to help us determine whether our services are the right fit for you. We’ll review your information and get in touch to schedule a meeting with a financial advisor in San Francisco.

Start your journey towards long-term success and financial security.