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 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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Why You Should Play with FIRE

December 19, 2018

A growing contingent of millennials and Gen Xers are stashing away between 40 to 80 percent of their take-home pay to join the FIRE movement. Their goal is to reach financial independence and free themselves from their corporate nine to five’s, allowing them to travel, raise families and work on their own terms. The lucky ones are reaching Financial Independence, Retire Early (FIRE) in as little as five to 10 years by working hard to increase their earning while simultaneously living a lifestyle of frugality.

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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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