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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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Services | Citrine Capital

San Francisco wealth management, financial planning, asset protection, and risk management services.

 Services

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Comprehensive Financial Planning & Analysis

  • Cash flow analysis
  • Tax planning and mitigation strategies
  • Financial projections and analysis (retirement, property, college etc.)
  • Company retirement plan analysis (401(k) etc.)
  • Wealth transfer strategies
  • Philanthropy and charitable giving
  • Employee stock options (Incentive Stock Options (ISOs), Non-Qualified Options (NQSOs) and Restricted Stock (RS)) planning and analysis
  • Restricted Stock Awards (RSAs): Restricted Stock Units (RSUs), Restricted Stock Shares (RSSs), Performance Stock Shares (PSSs) and Performance Stock Units (PSUs)
  • Stock Appreciation Rights (SARs): Stock-Settled Stock Appreciation Rights (SSARs), Cash-Settled Stock Appreciation Rights (CSARs)
  • Employee stock purchase plan (ESPP) planning and analysis

Wealth Management

  • Investment management (mutual funds, exchange-traded funds (ETFs), stocks, bonds, options etc.)
  • Solutions for concentrated and/or appreciated stock positions
  • IRAs, 401(k)'s and other retirement plans
  • Socially responsible and impact investing

Asset Protection and Risk Management

  • Estate planning
  • Life insurance analysis
  • Property and casualty insurance analysis
  • Disability insurance analysis