Citrine Capital: Holistic financial planning for life's milestones.
Citrine Capital in San Francisco provides holistic, client-centric financial planning for individuals and families. The team covers investments, tax, risk, insurance, and related needs, guiding clients with reliable, personalized advice. Clients praise Nick, Jirayr, and the team for turning goals into actionable plans, improving financial wellbeing and confidence.
No photos yet
535 Mission St 14th floor, San Francisco, CA 94105, USA
Claim Citrine Capital to manage your storefront, respond to reviews, and receive customer leads.
Comprehensive strategies covering investments, tax, insurance, and estate planning tailored to your family's goals.
Personalized investment management and portfolio oversight to optimize growth and risk balance.
Expert advice on tax planning and optimization to enhance financial efficiency and compliance.
Guidance on insurance products and risk mitigation to protect your assets and family's future.
Assistance with estate planning to ensure wealth transfer aligns with your values and legal requirements.
Ongoing support and responsive service for all financial questions, fostering long-term partnerships.
Overall rating
Allison Adams
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 Blass
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 Nahm
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.
Geoff Shepherd
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.
David Tully
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.
