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About Services Overview 10b5-1 Trading Plan Implementation & Coordination Asset Protection Bitcoin Investment Management & Guidance Charitable Giving Strategies Company Equity Planning Financial Projections & Analysis Investment Management Life Insurance LGBTQ+ Financial Planning Planning for Financial Independence Property & Casualty Insurance Qualified Small Business Stock (QSBS) Retirement Planning Socially Responsible Investment Advisors Startup Business Planning Tax Planning Tax Preparation Wealth Transfer Strategies Certified Financial Planner San Francisco Financial Advisor San Francisco Wealth Management San Francisco MediaBlogPricing Client Portal Account Login Book a Meeting Resources
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Citrine Capital in the Media

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Ask an Advisor: How much tech should clients see?
Ask an Advisor: How much tech should clients see?

(Financial Planning - 1.22.2026) Financial advisors should balance showing technology with delivering expert results, which includes sharing client-facing tools when it adds clarity, but emphasizing outcomes over tech details to build trust and avoid confusion.

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Samantha Mockford, CFP®January 27, 2026Comment
How to Review and Rebalance Your Investment Portfolio
How to Review and Rebalance Your Investment Portfolio

(SavvyMoney - 12.11.2025) Tips for investment check-ins on risk, goals, and allocations.

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Samantha Mockford, CFP®January 20, 2026Comment
How to Handle Layoffs or Job Uncertainty During the Holidays
How to Handle Layoffs or Job Uncertainty During the Holidays

(SavvyMoney - 11.26.2025) Consider this financial and emotional guidance for those facing end of the year career changes.

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Samantha Mockford, CFP®January 20, 2026Comment
The hidden tax costs of spot bitcoin ETFs
The hidden tax costs of spot bitcoin ETFs

(Financial Planning - 1.7.2026) Explore why spot Bitcoin ETFs may leave investors on the hook for tax inefficiencies compared to direct ownership and how advisors can navigate these trade-offs.

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Jirayr Kembikian, CFP®January 14, 2026Comment
The 10 books financial advisors loved in 2025
The 10 books financial advisors loved in 2025

(Financial Planning - 12.31.2025) Discover the top 10 books financial advisors loved in 2025, from professional growth to client communication and planning insights that elevate your practice.

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Samantha Mockford, CFP®January 14, 2026Comment
An advisor's year-end playbook: Client deadlines, firm strategy and finishing strong
An advisor's year-end playbook: Client deadlines, firm strategy and finishing strong

(Financial Planning - 12.10.2025) Year-end financial advisor checklist for 2025: key client deadlines, tax-sensitive planning, retirement actions, and strategic firm priorities to finish the year strong.

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Samantha Mockford, CFP®January 14, 2026Comment
How to Protect Your Identity During the Holiday Shopping Season
How to Protect Your Identity During the Holiday Shopping Season

(SavvyMoney - 12.3.2025) Here’s how to stay safe and protect your finances at the peak of fraudulent activity.

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Samantha Mockford, CFP®January 14, 2026Comment
Inherited Wealth and What to Do With it
Inherited Wealth and What to Do With it

(SavvyMoney - 11.20.2025) A guide on how to handle money you inherit.

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Samantha Mockford, CFP®January 14, 2026Comment
Should You Refinance Before the New Year?
Should You Refinance Before the New Year?

(SavvyMoney - 11.15.2025) Strategic tips to help you decide if you can save more money with a refi.

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Samantha Mockford, CFP®January 14, 2026Comment
How to Financially Support Loved Ones Without Enabling
How to Financially Support Loved Ones Without Enabling

(SavvyMoney - 10.23.2025) Guidance for helping family and friends without damaging your own finances.

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Samantha Mockford, CFP®January 14, 2026Comment
 
Citrine Capital
535 Mission Street,
San Francisco, CA, 94105,
United States
415-494-8262 info@citrinecapitaladvisors.com
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535 Mission Street, 14th Floor, San Francisco, CA 94105

415-494-8262

Certified Financial Planner San Francisco

Financial Advisor San Francisco

Wealth Management San Francisco