Citrine Capital
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Citrine Capital
Contact Us
Father and child bonding in nature

Services

The right financial advisor helps you make confident decisions across every part of your financial life. Our comprehensive services are built around your goals so you can move forward with clarity, not complexity.

 Wealth Management

  • Investment management

  • IRAs, 401(k)'s and other retirement plans

  • 10b5-1 trading plan implementation and coordination

  • Bitcoin and digital assets

  • Socially responsible and impact investing

  • Charitable giving strategies including donor advised funds (DAFs)

  • Tax preparation

Comprehensive Financial Planning & Analysis

  • Tax mitigation and planning

  • Company equity planning and analysis

  • Planning for financial independence

  • Retirement planning

  • Startup business planning and consulting

  • Cash flow analysis

  • Financial projections and analysis

  • Qualified small business stock (QSBS) planning and analysis

Asset Protection and Risk Management

  • Estate planning and wealth transfer

  • Life insurance analysis and planning

  • Property and casualty insurance analysis

  • Disability insurance analysis

  • IRS account monitoring

 
 
Citrine Capital
535 Mission Street,
San Francisco, CA, 94105,
United States
415-494-8262 info@citrinecapitaladvisors.com
Hours
Mon 9am - 5pm
Tue 9am - 5pm
Wed 9am - 5pm
Thu 9am - 5pm
Fri 9am - 5pm
Sat Closed
Sun Closed
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Certified Financial Planner San Francisco

Financial Advisor San Francisco

Wealth Management San Francisco