Citrine Capital is a fee-only wealth management firm in San Francisco, California. Ryan S. Cole is the founder and 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.
3 Best Financial Services in San Francisco, CA
Expert recommended Top 3 Financial Services in San Francisco, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
CITRINE CAPITAL REVIEWS
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.
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.
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. Citrine has advised us for a couple of years now and I really appreciate their holistic approach. From covering insurance, investments, taxes to giving clear guidance on financial goals.
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Financial Zen is one of the well-known financial planners in San Francisco, California. Rick VALENZI is the founder of the firm. He and his team specialize in working with younger generations because they know they need their financial planning services the most. They emphasize the value of financial education and are always happy to break down complex concepts into easily digestible bites. Their team is relatable, approachable, and friendly because they genuinely enjoy working with their members and helping them improve their lives. They ensure that clients have access to highly qualified experts dedicated to assisting them to achieve their financial goals. In addition, their team works diligently with clients nationwide, helping them prepare for their financial future. Their comprehensive range of resources they are committed to helping you realize your specific financial goals.
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FINANCIAL ZEN REVIEWS
Rick is easily the best financial planner/advisor/guru you can work with. In my first month working with Rick, I did more for my personal finances than I had done... ever. Not only does he have the knowledge, but the skills and personality to teach you (and get it to stick) the things to make you the zen master of your own financial journey. I can't thank Rick enough for helping us make sense of our ever changing financial opportunities and I highly recommend him to anyone looking to get more control and peace of mind over where they are going financially.
Rick has been invaluable in helping me to get my financial house in order. He has a very practical approach that has enabled me to take measurable steps toward achieving my financial goals. He's an excellent resource for tech professionals where stock is a portion of the compensation package. When working with Financial Zen, you not only gain access to Rick but also to his legal, insurance, tax, etc contacts who all advise and contribute toward your individual financial goals and priorities.
Rick Valenzi and the Financial Zen group are a phenomenal financial partner. He has been there for my family and I as we plan for and reach life’s biggest financial challenges and milestones. He’s been there for us at each stage of our lives to help us reach our goals, be it saving for a trip, buying a home, protecting our young family with a trust, college savings, retirement planning and overall financial well being. Rick truly does provide financial Zen and gives my family one less thing to worry about. I am thankful to have Rick and the Financial Zen team in my corner.
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Brio Financial Group is an independent management firm. Jake Zalewski is the Chief Executive Officer and CCO of the firm. He graduated with a B.A. in business from Saint Mary's College of California. He and his team thrive on helping people who don't fit a standard mold find new ways to live their best financial lives. They are experts at translating deep listening into financial strategies and structuring money to generate individual and collective goods. Their primary mission is understanding and comprehend their client's needs, wants, and long-term goals. Additionally, they aim to understand their clients' situations and identify their goals, dreams, and risk tolerance. They offer unbiased advice and non-proprietary investments for their clients and are committed to providing them with personal and comprehensive financial services.
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BRIO FINANCIAL GROUP REVIEWS
Love these guys. We deal mostly with Pam, and also Brandon. None of this "It's complicated - just trust me" stuff that I found infuriating from advisors I've worked with in the past. They listen to us about our objectives and give clear, knowledgeable, thoughtful advice on how to get there.
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