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We believe that teamwork and continuous growth are essential to serving our clients with compassion and excellence. By fostering a culture of collaboration and professional development, our team is empowered to go beyond the numbers and deliver thoughtful and creative guidance. 

 

We consider each of our clients as unique and special gems so get to know the people who make Citrine Financial Solutions a trusted partner of your retirement journey.​​​

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Ngoc Le

Founder & CEO

Ngoc Le’s story is truly inspiring, showcasing her remarkable journey from a career in education to becoming a Certified Financial Fiduciary®, National Social Security Advisor®, Federal Retirement Consultantâ„  and Retirement Income Strategist. Her transition highlights her courage and adaptability, merging her passion for education with her expertise in the financial industry.

 

With a Master’s in Education Administration and 18 years in the public school system, Ngoc’s shift represents a pivot toward helping pre-retirees and retirees navigate the complexities of the decumulation phase in retirement planning. Her involvement as a Co-Producer in the thought-provoking documentary, “The Baby Boomer Dilemma,” further illustrates her dedication to education by raising awareness about the critical issues in retirement planning. Her focus on ensuring a safe, secure, and stress-free retirement demonstrates her commitment to improving people’s financial well-being, especially during their later years.

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Born in Vietnam, Ngoc experienced the turmoil of war firsthand, escaping its perils on a fishing boat with her family at the age of five. This challenging journey instilled in her a deep sense of empathy and understanding for those who have faced adversity and overcame hardships. Despite the demands of her professional life, she has been a devoted full-time single mother since her son was 6 months old and cherishes their quality time together. Her dedication to education, financial empowerment, and compassion for others is a testament to her resilience and determination. Ngoc’s story is an inspiration, demonstrating how determination, resilience, and compassion can pave the way for success and inspire others to overcome their challenges.
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Danielle Villa-Agustin

Administrative Assistant

Get Professional Help In Planning Your Financial Future!

info@citrinefinancialsolutions.com

25350 Magic Mountain Parkway

Suite 300

Valencia, CA 91355

(888) 289-8282

© 2025 Citrine Financial Solutions

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