Citrine Capital - San Francisco, California

Citrine Capital

Address: 535 Mission St 14th floor, San Francisco, CA 94105, United States.

Phone: 4154948262.

Website: citrinecapitaladvisors.com.

Especialidades

Specialties: Financial planner, Financial consultant, Investment service, Tax preparation.

Otros datos de interés

Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.

Opiniones

This company has 17 reviews on Google My Business.

Average opinion: 5/5.

Características

Citrine Capital es una empresa de asesoramiento financiero con sede en San Francisco, California. La empresa ofrece servicios de planificación financiera, consultoría financiera, servicios de inversión y preparación de impuestos. El equipo de Citrine Capital está compuesto por expertos financieros experimentados que brindan asesoramiento personalizado y de alta calidad a sus clientes.

Ubicación

La empresa tiene una oficina en San Francisco, California, ubicada en 535 Mission St, piso 14.

Recomendaciones

Una persona que busque asesoramiento financiero confiable y personalizado puede considerar a Citrine Capital. La empresa tiene una buena reputación y los expertos financieros están disponibles para asesorar sobre inversiones, impuestos y otros aspectos financieros.

👍 Reviews of Citrine Capital

Allison A.

5/5

I've been a client of Citrine Capital since their inception, and have always felt very well taken care of, as an individual, and with my finances. Jirayr and his team go above and beyond the usual to provide superior, personal service, with knowledgeable and reliable financial expertise. I highly recommend them.

Lauren B.

5/5

Having Citrine handle our financial plan has been an incredible investment in our family's stability, confidence, and overall happiness. We began working with Nick at Citrine about nine months ago, and in those nine months our financial wellbeing has improved dramatically. It's an incredible service and team. Highly recommend!

Sarah N.

5/5

I've worked with Jirayr and Nick at Citrine for over five years and through lots of life/work/family milestones over that time. At every step, no matter how complex, they've been excellent and trusted partners for me. I particularly recommend their holistic approach. Whereas other financial resources I've worked with in the past have had really narrow scopes (just tax, or just investment) that left me spending hours of research to plug in the gaps, I really value the fact that I can go to one team for every question and get high quality advice that often straddles many domains (legal, risk, tax, insurance, etc). They've literally managed my investments very well (table stakes in their industry), but where they go above and beyond has been in helping me translate goals (or fears!) into actionable, balanced plans. It's not an exaggeration to say that their efforts have translated into better mental health – I feel happier, more at ease, and more confident about the future. Now that we've worked together for several years, they're even more valuable partners. They know the full 360 of my financial outlook, of course, but they also know my family and our values and it is a genuine pleasure to have their support.

Carla D. S.

5/5

The Citrine team is fantastic! We feel supported and and fortunate to have found a wealth management firm that feels like family.

Andrew E.

5/5

Jirayr and his team are fantastic. They are first and foremost extremely knowledgable, and what they don't know, they will run down the most minute detail. More importantly in my book, however, they take a refreshingly holistic perspective on financial planning. It's not just about getting the most financial returns--it's about optimizing for what you say is important in your life. Of course, they maximize financial returns as well, but in the context of everything else that's important to you. I appreciate that they share their honest opinions and let us know what they consider the best course of action, but they are also willing to listen if we say that doesn't fit what we're thinking. Overall, we could not be happier to have chosen Citrine and look forward to working with them well into the future.

Geoff S.

5/5

Jirayr and the team at Citrine Capital are the most professional, reliable and knowledgeable financial planning office I have encountered in my 20+ years of working in the insurance and financial planning industry. Their approach is client-centric, focusing on all areas of the clients lives, not just the investment piece. Their clients trust them and look for guidance in many areas of their lives. Citrine Capital is elite.

Jessie K.

5/5

We've been working with Jirayr and Nick for the past year and are so happy with the partnership. The team has helped us establish a financial foundation that makes me feel confident about our family's future - from goal setting to budgets to investing to estate planning, we feel so much more knowledgeable and empowered from their guidance. They take a responsible approach to investment sources and always have my best interest in the foreground.

David T.

5/5

I couldn't recommend Citrine Capital and Sefa more highly. We moved to the Bay Area a number of years ago and spent a lot of time looking for the right wealth advisor for our family. Sefa was head and shoulders above everyone else we spoke to and she has exceeded our expectations every step of the way. She really understands our family and what we're looking to achieve, she has offered us incredible advice on so many topics, she's incredibly responsive and makes the whole thing feel easy. We're so happy we made the choice and we'll be working with Sefa for many years to come.