A Financial Firm Invested in Your Wellness
At Citrine Financial Solutions, we understand that your portfolio is more than just a number. It represents time and energy invested to secure a financial future for loved ones and family, often including hours sacrificed away from those very people to achieve it.
That’s why we take our responsibility to our clients personally, treating each and every portfolio as if it were our own. We will do everything in our power to make sure that you feel like you have a “financial concierge” at your fingertips. Through our comprehensive and holistic approach, we can assure you that all financial strategies will be evaluated and nothing will be forgotten or left on the table.
While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward thinking that is paramount to our company experience. ​​
Ngoc Le
Founder & CEO
At Citrine Financial Solutions, we specialize in the decumulation phase for those nearing or in retirement through a comprehensive and holistic approach. Citrine carries meaning rooted in both symbolism and purpose.
The citrine gemstone is known for its rich, golden glow and its symbolism of clarity, confidence, prosperity, and abundance. Citrine also represents financial success, resilience, positive energy, warmth, and the power to manifest long-term goals — qualities that reflect the experience we strive to create for our clients.
Just like the gem, our mission is to bring clarity to your financial journey to and through retirement, confidence in your decisions, and a legacy of prosperity that can shine for generations.
A great financial plan—like a finely cut gemstone—should reflect your values, illuminate your path, and stand the test of time. At Citrine Financial Solutions, we’re here to help you build a future that shines—for you, your family, and the generations to come.
The Baby
Boomer Dilemma
An exposé of America's retirement experiment.
Contact us to get a free viewing of the full documentary!
Ngoc Le, Founder of Citrine Financial Solutions, served as a Co-Producer of the film "The Baby Boomer Dilemma." The film features leading economic experts, government officials, and financial specialists.
