Ryan Cole, CFP® Citrine Capital
- 535 Mission Street, 14th Floor , San Francisco, California 94549
- (415) 494-8262
- ryan@citrinecapitaladvisors.com
- http://citrinecapitaladvisors.com/
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.
Recently Published
Timing Isn’t Everything
July 1, 2019Outguessing 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.
The Randomness of Global Equity Returns
June 10, 2019A 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.
The Uncommon Average
May 3, 2019The 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.
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
