Citrine Capital

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Allison Adamsvía Google

hace alrededor de 1 año

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.

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Lauren Blassvía Google

hace casi 2 años

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!

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Sarah Nahmvía Google

hace casi 2 años

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.

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Geoff Shepherdvía Google

hace alrededor de 3 años

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.

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David Tullyvía Google

hace más de 5 años

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.