Financial Advisors
San Francisco, CA
Citrine Capital is a fee-only wealth management and financial planning firm based in San Francisco, specializing in serving startup founders, entrepreneurs, and tech professionals. They offer comprehensive services including investment management, retirement planning, equity compensation planning (RSUs, stock options, QSBS), tax planning and preparation, estate planning, and specialized strategies for high-net-worth individuals. Founded in 2014 by Ryan and Jirayr, the firm operates on a fiduciary basis with no proprietary products, commissions, or hidden fees, delivering personalized financial advice through a virtual platform that prioritizes client accessibility and transparent alignment of interests.
Ideal for: Startup founders and employees, tech professionals with equity compensation, entrepreneurs building wealth, high-net-worth individuals seeking tax-efficient planning
Service area: San Francisco Bay Area and beyond (virtual/remote service)
Fee-Only Fiduciary Model: Citrine Capital operates exclusively on a fee-only basis with no commissions, proprietary products, or hidden fees, ensuring complete alignment between advisor and client interests.
Tech & Equity Expertise: Specialized in equity compensation planning including RSUs, stock options, and QSBS for startup employees and tech professionals, with deep knowledge of major tech company compensation packages.
Virtual-First Service: Fully remote financial planning platform with 24-hour response guarantee, allowing clients to access advisory services from anywhere and participate in real-time account reviews via secure video conferencing.
Address: 535 Mission St 14th floor, San Francisco, CA 94105
Phone: (415) 494-8262
Website: citrinecapitaladvisors.com
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