Our Approach

At CitrinGroup, we believe that the role of a financial advisor is to be a leader, guiding clients as they pursue their goals.

We strive to be leaders for our clients, who look to us to provide strategies that can put them on the path to financial confidence. We focus on delivering personalized advice and service to help our clients manage their portfolios and plan.

In the face of the unpredictable global economic conditions, we believe in pursuing a diversified asset allocation strategy that is suited to each client's objectives, time horizon, and risk tolerance. Our portfolio design process aims to mitigate risk, and provide potential to enhance returns. This process, developed via dedicated research and industry experience, is rooted in an understanding of financial theory, market fundamentals, and behavioral finance.

We aspire to embody leadership in all that we do. For us being a financial advisor is both a great honor and a great responsibility. Our clients look to us to help plan for their future and we work tirelessly to empower them to reach their goals. Through the highs and lows of markets, we remain anchored to our philosophy and process, consistently adhering to our approach.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 
 
 

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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)