“Citrine Capital, founded by Ryan S. Cole, who also serves as the Chairman of the firm. He earned his degree in business and technology management at Clarkson University. Through his studies and over 20 years of investment experience, he became a firm believer in tax-efficient investing and low-cost portfolio management. He and his team help clients manage investments, become financially organized, make prudent financial decisions, mitigate taxes, and protect assets and loved ones in the event of loss or hardship. Their strategy is grounded in economic theory and backed by decades of empirical research. They provide their clients with elite-level financial planning and client care and work closely with them to implement, monitor, review, and adjust their financial plans over the long term. Their office is located in San Francisco. However, they work virtually with clients across the globe.”
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