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

Diversify and DeRISKify your RSUs

December 3, 2019

Are you a tech professional who avoids investing because you are risk averse? Read on to make sure you’re not making this one critical mistake.

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What Happens When You Fail at Market Timing

November 13, 2019

Investing for the long term helps to ensure that you’re in the position to capture what the market has to offer.

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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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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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