Best Financial Advisors In San Francisco Near Me

4worldlovers: Ryan and Jirayr began working together at a national broker-dealer in 2012. We clicked immediately and quickly recognized that we were able to provide far superior service and advice to clients when working as a team. For two years we partnered on servicing clients, but over time became increasingly frustrated with the broker-dealer model. Specifically, we shared a philosophy that commissioned sales, proprietary products, and hidden fees weren’t ethical, which sparked our common vision for a more virtuous service model where the interests of clients and those of advisors are transparent and fully aligned.

This conviction led us to found Citrine Capital, a fee-only firm designed to remove conflicts of interest so our advisors could make recommendations solely in the best interest of clients. Most importantly we were committed to having absolutely no proprietary products, no commissioned sales and no hidden fees.

We’re exceedingly proud of the fact that over 98% of our clients transitioned with us when we opened the doors of Citrine Capital in 2014. We’ve been experiencing rapid growth ever since while staying true to our guiding principles, never compromising on our unique service model and always offering conflict-free, fiduciary advice.

Today we serve over 115 client households, the majority of which represent business leaders, entrepreneurs, and tech professionals working for venture capital-backed startups. They come to us for our expertise in equity compensation our proven wealth management process, and because they know they’ll always receive honest, transparent and straightforward advice.

Our clients are startup founders, entrepreneurs and tech professionals, most of whom have a large percentage of their net worth concentrated in private or public companies. They’re typically juggling family with demanding careers and dynamic lives. They work with us because their financial picture is increasingly complex and they realize that they don’t have the time, energy, or expertise to manage their finances on their own.

We’ve worked with employees and executives at the companies below. We have a thorough understanding of their compensation packages, benefits packages, and retirement plans.

Save time, money, and the environment. Citrine Capital uses a secure online client portal with file sharing and video conferencing so you can work with us remotely from anywhere in the world.

More Efficient and Effective Meetings - Our financial planning meetings will be more efficient and effective if we meet using modern-day videoconferencing technology such as Zoom. We’ll get a lot more done in a lot less time because we have the ability to share screens and easily view your accounts together. We can access your company 401(k) and make any needed adjustments on the spot. Do you need to review your stock options or RSU vesting schedule? We can quickly log in together to review your company equity package so we can make a plan for your vesting equity. When you meet with us virtually there’s an increased emphasis in taking care of everything on the spot, which transforms your financial planning session into a financial doing session.

Save Time - No more sitting in traffic or looking for parking. We’re guessing you’d rather be spending that time with your family, getting a workout in, or simply relaxing.

Save Money - Unfortunately, time isn’t the only precious resource you’re wasting by meeting in person. You’re also wasting your money. No need to pay for fuel, parking or public transportation if we meet remotely.

Save the Environment - Ditching the commute means you’re doing your part to help reduce strain on the planet.

4worldlovers: If we've already worked together and you'd like to have a follow-up financial planning session, please use the "schedule here" link below.

At this time, my practice is closed to new hourly-based financial planning clients.

If you're interested in ongoing portfolio management as part of your long-term financial plan, email Sean to schedule a chat. ($1M minimum investment)

At age 12, I started playing with compound interest calculators and investing money from my lawn mowing business into mutual funds. I've been a financial planning nerd ever since.

In 2007, I established Burgess Financial Planning to help people make smarter investment decisions, free from product-driven sales agendas and commissions.

4worldlovers: Human Interest makes it easy and affordable to help your employees save for retirement.

Human Interest takes the hassle out of managing your company’s 401(k). We sync to your payroll, process contributions, and handle all of your compliance testing and IRS paperwork.

Through dozens of sneaky, shady fees, other 401(k) providers can take advantage of you and your employees.

With us, you get affordable plans, low-cost funds, and absolutely no transaction fees.

You can offer retirement benefits for less than the cost of one employee’s health insurance.1

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