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

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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The Power of Financial Markets

March 12, 2019

This 2-1/2 minute video explains how security prices are set—and change—based on the collective knowledge of buyers and sellers. Armed with this information, investors can be more confident about the power of investing in financial markets.

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Déjà Vu All Over Again

February 4, 2019

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.

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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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