San Francisco, CA Financial Consultant

Having Citrine handle our financial plan has been an incredible investment in our family's stability, confidence, and overall happiness. We began working with Nick at Cit ... more

Rachel was great to work with and a very nice , represented the company well.

I telephoned this advisor based on a personal recommendation.  The man who recommended him stated, "I'd trust this guy with the keys to my house.  I can't spe ... more

My husband and I have worked with Patrick for many years- and there's a reason: He's smart, honest, humble, laughs with us and keeps us updated. We never have to ... more

Highly recommend. I was helped by Chun Wong, and I am extremely happy with their services. Everything was flawless: communication, politeness, and professionalism. Will w ... more

Positive: Responsiveness

Good

Good

In the wake of profound personal tragedy, I found myself grappling not only with the devastating loss of my beloved wife but also with a bureaucratic nightmare orchestrat ... more

I like that the staff here is personable and not pushy at all. Their waiting area is bright and comfortable. The agent here is friendly and takes time to explain everyt ... more

Steve Davis has looked after our family for decades now. Honest, kind and damn good at what he does. More than a financial guy, a family member.

Good

Good

Good

Great VC firm with a nice space for meetups.

We outsourced Vanreusel Ventures to develop a financial model for the purchase of a large farm for our nonprofit. The team worked very quickly and diligently and produced ... more

GKA has been very beneficial to collaborate with.

Great advisors!

Dan and his team are great partners for us. They're quick to respond, detail-oriented, and thorough in their analyses. I strongly recommend.

Holly was awesome to work with. A+

Good

Good

James Callejas is the 1031 Exchange guru; he is the absolute expert on the topic. He is extremely knowledgeable and very helpful. I have attended two of his talks and eve ... more

Love this

Was assigned a consultant to work with. On two separate occasions, I provided times that I was available for a catch up. After the first time, he apologized. The second t ... more

In a busy world such as ours where often times the search for the appropriate resource is an exhaustive one, being connected to Annette and her financial expertise as it ... more

Edited

Brendan and his team are proactive with understanding not only investments, but more significant business advice

That Matthew O'Kelly employee is really good. He helped with everything I needed to know -- a real gem to the company. That's the type of person you want to keep around ( ... more