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

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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The Randomness of Global Equity Returns

June 10, 2019

A globally diversified approach can deliver more reliable outcomes over time with less volatility than investing in individual countries. This can help investors stay on track, through all kinds of markets, toward their long-term goals.

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The Uncommon Average

May 3, 2019

The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat.

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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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