Citrine Capital

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Citrine Capital | Fee-Only Wealth Management Financial Planning Back Overview 10b5-1 Trading Plan Implementation & Coordination Asset Protection Bitcoin Investment Management & Guidance Cash Flow Analysis Charitable Giving Strategies Company Equity Planning Disability insurance analysis Financial Projections & Analysis Investment Management IRS account monitoring Life Insurance LGBTQ+ Financial Planning Planning for Financial Independence Property & Casualty Insurance Qualified Small Business Stock (QSBS) Retirement Planning Socially Responsible Investment Advisors Startup Business Planning Tax Planning Tax Preparation Wealth Transfer Strategies Certified Financial Planner San Francisco Financial Advisor San Francisco Wealth Management San Francisco Back Account Login Book a Meeting Resources Scroll Transparent, Straightforward, Authentic Virtual Financial Advisors Citrine Capital is a fee-only wealth management and tax preparation firm committed to helping startup founders, entrepreneurs, and tech professionals conserve and create wealth. As a virtual financial advisor, we work with clients to organize their finances, manage investments, define and prioritize goals, plan for retirement and other major life events, reach financial independence, protect loved ones, and mitigate taxes. We deliver thoughtful, personalized financial planning and work closely with clients to implement, monitor, review, and adapt their plans as their lives evolve. As a virtual financial planner, we

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