Citrine Capital - San Francisco, California

Citrine Capital: Un Expertos en Planificación Financiera

Citine Capital es una empresa líder en planificación financiera con sede en San Francisco, California. Su dirección está ubicada en 535 Mission St, 14th floor, San Francisco, CA 94105, United States, lo que la convierte en una excelente opción para personas que buscan asesoramiento financiero de confianza. Puedes contactarlos al teléfono 4154948262 para obtener más información.

La empresa ofrece una amplia gama de servicios, incluyendo planificación financiera, consultoría financiera y servicios de inversión. Sus expertos están comprometidos a brindar asesoramiento personalizado y personalizado a cada cliente, lo que les permite abordar sus necesidades financieras de manera eficiente y efectiva.

Características y Ventajas

- Experiencia y Compromiso: Con una larga trayectoria en la industria, Citrine Capital ha demostrado comprender las complejidades del mercado financiero y está siempre actualizado en las últimas tendencias y tendencias.

- Personalizado y Personal: Cada cliente recibe un enfoque individualizado y personalizado por parte de su equipo de expertos, lo que garantiza que sus necesidades sean atendidas de manera efectiva.

- Confidencialidad y Privacidad: Citrine Capital prioriza la confidencialidad y la privacidad de sus clientes, lo que les permite sentirse cómodos compartiendo información personal y financiera con la empresa.

Además, la empresa cuenta con una ubicación accesible, con una entrada y baño para personas con discapacidad, lo que la convierte en una excelente opción para personas con necesidades especiales. Se recomienda hacer una reserva de cita con anticipación para asegurar el tiempo de visita.

Opiniones y Reputación

Con una media de opinión de 5/5 estrellas en Google My Business, Citrine Capital ha demostrado ser una empresa de confianza y de alta calidad. Los clientes han expresado su satisfacción con los servicios de la empresa, destacando su eficacia y profesionalismo.

Si estás buscando una empresa de planificación financiera confiable y experta, Citrine Capital es una excelente opción. Sus servicios personalizados y compromiso con sus clientes harán que puedas alcanzar tus objetivos financieros de manera efectiva. Visita su sitio web citrinecapitaladvisors.com para obtener más información y programar una cita con sus expertos hoy mismo.

👍 Reviews of Citrine Capital

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.

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.

Nadia W.

5/5

We feel so fortunate to have Sefa as a wealth advisor for our family! From the beginning, Sefa showed that she understood our layered financial picture, our family’s particular needs and she set the tone that she’d work with us in a knowledgeable, pleasant, clear and open manner. A straight shooter, we trust Sefa as she’s shown herself to be realistic yet positive and confident. After setting our plan, she has been unflappable and responsive as financial matters and shifts have come up, while she continues to move us toward our long-term goals. Sefa’s focus and professionalism are admirable; her knowledge and thoughtfulness were needed and are much appreciated!

Michael

5/5

Citrine has advised my family on financial planning, budgeting, and optimization since 2017. They will have my business for as long as there is money 🙂 Whether you are considering a move from general financial planning software to a real CFP, or transitioning from another big faceless firm, don't waste your time looking anywhere else. Top notch, Class-A advising that is the ideal combination of financial accountability and financial wisdom. On top of it all, they treat you just like family. Highly, highly recommend.