Sefa Mawuli, CFP® Citrine Capital

About Sefa Mawuli, CFP®

I used to help Fortune 500 corporate executives strategize to make money in new markets. I now find it far more rewarding to help tech professionals, business owners and international families make the right financial moves to achieve their life goals. I have a particular knack for advising clients with cross-border ties and guiding go-getter professional women.

I came to the United States alone as a young girl to study. I schooled myself in financial literacy and successfully saved and invested in order to purchase my first home as a single 20-something-year-old.

I am a CERTIFIED FINANCIAL PLANNER™ professional because I once spent an hour with a fee-only CFP® professional who changed my financial life trajectory.

I manage a bilingual (French/English) household with my husband Mike, and our two children who teach us something new every day.

Originally from West Africa, I have lived in Papua New Guinea, England and New Zealand. When I’m not financial planning or volunteering at my kids’ activities, you’ll find me running on the roads and trails around the Washington DC metro area or checking out a music venue.

If you’re looking for a long-term partnership with a comprehensive financial planner who can guide you through all aspects of your financial life (budgeting, investing, taxes, protecting what you’ve earned, planning for the future), send me a note and we can figure out if we’re a mutual fit.

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Recently Published

In Markets as in Traffic, Impulsive Moves May Not help You Get Ahead

July 28, 2020

When markets are rough, it’s tempting to want to make a quick change to your investments. But much like changing lanes in traffic, impulsive moves can add anxiety and risk with no guarantee you’ll benefit.

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Large and In Charge? Giant Firms atop Market Is Nothing New.

June 24, 2020

A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description of the current US stock market, dominated by Apple and the other FAANG stocks,1 but it is actually a reference to 1967, when IBM represented a larger portion of the market than Apple at the end of 2019 (5.8% vs. 4.1%).

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Tech Pros: Yes, You Can (and Should) Negotiate Your Layoff!

June 4, 2020

Are you a tech professional who is expecting layoffs at your company? Did you know that you can negotiate the details of your termination in the same way that you negotiated your initial job offer? Read on to learn more.

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Ideal Clients

  • Business Owners
  • Cross-border Planning
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $583+/mo
  • Quarterly Fee: $1,750+/qtr
  • Flat Fee: $7,000+/engagement

SEC Records

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