Providing Leadership

Are you looking for a financial advisor who is a leader? At CitrinGroup, we are dedicated to providing financial guidance for our clients. We focus on delivering portfolio management strategies and personalized advice to truly help our clients.

We believe greater financial confidence is attainable. Talk to us to learn how our approach can help light the way, guiding you through the complex and ever-changing financial landscape toward your goals.


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My Photos(2 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.


Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)