Ryan recently spoke with the #newyorktimes about the recent round of tech #ipos that were supposed to make people megarich.
关于我们
Citrine Capital is a boutique wealth management firm committed to helping families and professionals thrive. We help clients manage investments, become financially organized, make prudent financial decisions, mitigate taxes and protect assets and loved ones in the event of loss or hardship. Citrine Capital, LLC is a registered investment advisor with the Securities and Exchange Commission. Advisory services are offered through Citrine Capital, LLC; an investment advisor firm domiciled in the State of California. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Citrine Capital, LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
- 网站
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https://citrinecapitaladvisors.com/
Citrine Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- San Francisco，California
- 类型
- 私人持股
- 创立
- 2014
- 领域
- Wealth Management、Comprehensive Financial Planning、Asset Protection、Socially Responsible Investing、Cash Flow Analysis、Company Stock Option Planning和Risk Management
地点
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主要
获取路线
535 Mission St, 14th Floor
US，California，San Francisco，94105
Citrine Capital员工
动态
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For ServiceTitan employees: ??
Congratulations to the ServiceTitan team on filing your IPO! ???? As you prepare for this exciting milestone, we can help you feel confident in your stock option and company equity strategy and plan for the potential tax implications. At Citrine Capital, we specialize in crafting personalized strategies that align with your financial goals and ability to take risk. Let us help you navigate this journey and plan for what's ahead. #ServiceTitan #IPO #FinancialPlanning
Cloud software company ServiceTitan files to go public on Nasdaq
cnbc.com
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For CoreWeave employees ??
CoreWeave employees: With your IPO on the horizon, are you unsure about your stock option strategy or the tax implications? At Citrine Capital, we specialize in creating personalized strategies that align with your financial goals and risk tolerance. Let us help you navigate the complexities and get you prepared for what's next! #coreweave #IPO #financialplanning https://lnkd.in/g4Ftt7Mf
CoreWeave Picks Morgan Stanley, Goldman, JPMorgan for 2025 IPO
bloomberg.com
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For financially independent professionals, make sure you're burning the midnight oil on your own terms. ??
Even as financial freedom allows you to step back from work, many still find themselves burning the midnight oil. If you no longer need to work to earn a living, consider instead if it's still bringing you joy and fulfillment. If not, it might be time to become laser-focused on what truly matters to you. Be intentional with your time, prioritize your personal goals, and take steps to ensure you're living life on your terms. Our Citrine Capital team specializes in this exact scenario and can help if you're in this situation. #WorkLifeBalance #FinancialFreedom #NVIDIA
Millionaire Nvidia Employees Still Working Until 2 AM: Report | Entrepreneur
entrepreneur.com
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For Stripe employees ??
To Stripe employees - current and former: Our Citrine Capital team is happy to help if you are considering participating in the tender offer and want to plan for taxes and proceeds. #stripe #tenderoffer #financialplanning
Private Fintech Stripe Again Proposes Staff Share Tender Offer
bloomberg.com
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Attention if you have company equity ??
If you're concerned seeing your company equity values decrease with this recent stock market volatility, reach out to our Citrine Capital team. We specialize in helping folks address these risks with our planning strategies, and are ready to help. #companyequity #NVIDIA #NVDA #MSFT #META #AMZN #CRM #GOOGL
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For those that have private company equity, either from working at the company or your direct investment, it can be difficult to track their values. You may receive infrequent and/or out of date valuations. This equity also might comprise a large percentage of your net worth. As part of our planning services, we are actively tracking your private company valuations so they're no longer a black box. #privateequity #financialplanning #companyequity
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Check out Kiersten’s new blog on life after reaching financial independence ??
Check out the blog post I wrote about Navigating Life After Financial Independence: Embracing the 5 Stages https://lnkd.in/eNBR76MC -------- For the past 3 years I have attended a conference in Cincinnati called EconoMe. Their tagline is that EconoMe is "a party about money" and the focus is on Financial Independence and Early Retirement (FIRE). I am fascinated by F.I.R.E. and the idea that we have the power to make work optional by investing our money wisely. It is the reason I got into the financial planning industry in the first place - so I could help folks learn about personal finance and get out of the rat race. One of the sessions I attended at EconoMe was a discussion by Douglas Tsoi around the 5 stages you may go through once you reach financial independence and this article is my exploration of these stages. For those of you on the journey of F.I. or F.I.R.E., it is really important to consider what happens after. Often we get so focused on the lead up to financial independence (on reaching the goal), that we forget to consider what we want to do after. What are we "retiring" to? If you've never considered this and you plan to retire some day - even if it's not an "early" retirement, this is a great article to read! #FIRE #financialindependence #financialindependenceretireearly #FI #miniexperiments
Navigating Life After Financial Independence: Embracing the 5 Stages | Citrine Capital | Virtual Financial Planning | San Francisco
citrinecapitaladvisors.com
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Jirayr Kembikian, CFP? wrote a guide for what consider when starting your business. Check it out:
Starting a business is an exciting opportunity, but there are also several considerations to be aware of. Here's a guide I wrote to get you started. ?? #financialplanning #businessowners
What to Consider When Starting Your Business | Citrine Capital | Virtual Financial Planning | San Francisco
citrinecapitaladvisors.com
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NVIDIA's massive success is leading to an unexpected challenge: their employees' company equity is worth so much it's driving them to retire early! If you're in this position or aspire to be, reach out to our @CitrineCapital team who specializes in helping clients navigate these exact situations. #FinancialFreedom #WealthManagement
Nvidia slides 13% in three days after briefly becoming most valuable company
cnbc.com