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Citrine Capital photo
Citrine Capital photo
Citrine Capital photo
Citrine Capital photo

Citrine Capital

4.5 8 reviews
Address: 535 Mission St 14th floor, San Francisco, CA 94105, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Comprehensive Financial Planning $150 - $300 Call to Book
Budgeting Services $100 - $200 Call to Book
Retirement Planning $200 - $400 Call to Book
Investment Advice Investment Portfolio Management $300 - $600 Call to Book
Risk Assessment and Management $150 - $250 Call to Book
Investment Education $100 - $200 Call to Book
Debt Management Debt Consolidation Planning $200 - $400 Call to Book
Credit Counseling $100 - $200 Call to Book
Budgeting to Reduce Debt $50 - $150 Call to Book
Wealth Management Asset Allocation Strategy $300 - $500 Call to Book
Estate Planning $250 - $500 Call to Book
Tax Planning $200 - $400 Call to Book
Fiduciary Services Personalized Financial Guidance $200 - $400 Call to Book
Conflict of Interest Management $150 - $300 Call to Book
Ongoing Client Communication $100 - $200 Call to Book

What people love

From reviews
Knowledgeable staff Responsive advisors Clear communication Wealth management Trustworthy advisors Financial planning Personalized advice Comprehensive advice Realistic planning Financial accountability

About this business

Citrine Capital is a flat-fee wealth management firm committed to helping business owners and entrepreneurs generate, expand, and safeguard their wealth. Our company administration services offer clients strategic insight and comprehensive coordination to meet their financial requirements. Clients rely on our experience to manage their cash, organize their investments, prioritize their goals, plan for retirement, prepare for major life events, and safeguard their families. We also work with clients to minimize their taxes. Our offices operate in San Francisco and Washington, D.C., and we have clients throughout the US and the world. Citrine Capital Transform Your Business Future

Reviews Summary

The bulk of reviews for Citrine and its financial advisers mainly centered on the great job Sefa and Jirayr do. Sefa’s clients like to show satisfaction over the clarity of her advice and plan impact on their situation, thanking her for it. Most clients find a sense of direction under Sefa’s guidance and report that her approach to financial matters is easily understood. Jirayr has a good approach in that he will teach his clients about the complex financial world and impact their financial standing in a year positively. Most customers still working with either Sefa or Jirvary have entrusted the future outlook of their finances on them. And are nothing but appreciative, mentioning multiple times how secure and lifted Salomon and their decision to deploy them. The financial advisors show that they exercise integrity and refuse to fail, as many of their customers from as way back as more than ten years still work with them. They also appreciate them for constantly appraising and improving a client’s financial roadmap. Thus many believe that Citrine’s clients can remain with the company for a long time because of the fruits others are gaining.

Frequently asked questions

7 questions
What do Citrine Capital clients say about the work?
Clients frequently praise the team's responsiveness, knowledge, and ability to understand their unique financial situations. Reviewers highlight the personalized approach and effective communication, particularly noting the positive experiences with advisors like Sefa and Jirayr.
Does Citrine Capital offer comprehensive financial planning services?
Yes, they provide comprehensive financial planning, including budgeting services and retirement planning. Clients appreciate the thoroughness of their financial strategies, which help in organizing investments and prioritizing goals.
Can I get investment advice from Citrine Capital?
Absolutely, they offer investment advice, including portfolio management, risk assessment, and investment education, which clients find beneficial for enhancing their financial literacy and investment strategies.
How does Citrine Capital assist with debt management?
They provide debt management services such as debt consolidation planning, credit counseling, and budgeting to reduce debt, helping clients achieve financial stability and peace of mind.
What fiduciary services does Citrine Capital offer?
Citrine Capital offers fiduciary services including personalized financial guidance, conflict of interest management, and ongoing client communication, ensuring that clients receive dedicated support tailored to their financial needs.
Does Citrine Capital help with tax planning?
Yes, they assist with tax planning as part of their wealth management services, which clients find valuable for optimizing their financial outcomes and reducing tax liabilities.
Where is Citrine Capital located?
535 Mission St 14th floor, San Francisco, CA 94105, USA

Location & directions

San Francisco, California
Citrine Capital
Financial Consultant
Address
535 Mission St 14th floor, San Francisco, CA 94105, USA
Hours
Closed Now
Citrine Capital Reviews · 4.5 average
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