Citrine Capital

Citrine Capital is hiring! We’re growing fast and we’re in need of a great paraplanner. If you’re interested please send us your resume and cover letter.

We are very excited to announce that we have not one but two new CERTIFIED FINANCIAL PLANNER (CFP) recipients: Sefa Mawuli and Lauren Winkelman! Please join us in congratulating their achievements. CFP professionals must pass a rigorous certification exam, which tests financial planning knowledge to real-life situations. In addition, CFP professionals must demonstrate they have sufficient experience to be commensurate with their knowledge. This ensures that CFP professional are highly qualified to develop a comprehensive financial plan.

citrinecapitaladvisors.com/blog/bumpy-road

Ryan's most recent blog post!

Sefa discusses why now is a good time for tech professionals to start a financial planning regimen that ensures that they can emerge from any situation on track and well-positioned to meet their life goals.

Attention business owners, self-employed individuals and freelancers: You still have time to save on your 2019 taxes! You probably know by now that the IRS has extended the 2019 tax filing and payment deadlines until July 15, 2020. But did you also know that you can still contribute to your IRAs, including your Simplified Employee Pension Individual Retirement Arrangement (SEP-IRA) and reduce your 2019 taxable income by this amount? Yes, you get an automatic extension on your... tax deadline AND save money on last year’s taxes (maybe even get a bigger refund)! We call that a two-fer! And if you don’t yet have a SEP-IRA, you have until July 15 to open one and contribute to it (try to do it a little earlier than the last day though). Speak with your financial planning expert about how to make this work for you. #financialplanning #virtual #financialplanner

Sefa highlights the unemployment and small business provisions of the CARES Act for employers and self-employed individuals.

Sefa reviews the CARES Act impact on rebates, student loans, health care, and more.

Sefa provides a summary on the CARES Act changes for retirement plans.

We are very excited to announce that Lauren Winkelman has joined us at Citrine Capital. Lauren is joining us after working for a wealth management firm in Texas. Lauren is a candidate for CFP Certification, having passed the exam in 2019 and she has received her master’s degree in Personal Financial Planning from Texas Tech University. Lauren will be providing Citrine with critical client and financial planning support as we continue to grow and provide an even better client experience. We can’t wait for you to meet her. Please join us in welcoming Lauren to our firm.

Sefa spoke with CNN Business about the latest updates of the FICO score.

Ryan recently spoke with the #newyorktimes about the recent round of tech #ipos that were supposed to make people megarich.

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. #diversify #financialplanning