Ryan Cole, CFP® Citrine Capital

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About Ryan Cole, CFP®

I help busy professionals, families, and entrepreneurs master their finances to conserve and create wealth. I empower my clients to gain control of their finances and create a healthy relationship with their money – one that is free from stress and anxiety. My process involves working collaboratively with clients to develop, implement and monitor a comprehensive action plan designed to align their actions with their intentions.

My areas of focus include strategic financial planning, investments and risk management.

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Recently Published

Quit Monkeying Around!

October 3, 2019

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case?

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IPOs: Profiles Are High. What About Returns?

August 2, 2019

Investors should understand that IPOs have generally underperformed broader market benchmarks in recent decades and that their fundamental characteristics suggest lower expected returns.

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Timing Isn’t Everything

July 1, 2019

Outguessing markets is more difficult than many investors might think. While favorable timing is theoretically possible, there isn’t much evidence that it can be done reliably, even by professional investors. The positive news is that investors don’t need to be able to time markets to have a good investment experience.

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Ideal Clients

  • Gen X
  • Parents
  • Small Business
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Annual Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $625+/Month
  • Quarterly Fee: $1875/Quarter
  • Flat Fee: $7500/One-time Plan
  • Hourly Fee: $300/Hour

SEC Records

States Registered

  • California

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