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Citrine Capital is a fee-only wealth management firm committed to helping tech professionals, entrepreneurs and much more. Our comprehensive approach to financial planning is designed to free up our clients, we help them become financially organized, mitigate taxes, manage investments, plan for major life events,

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Root Financial, we are a fiduciary financial advisor with 19+ years of experience at renowned firms including Goldman Sachs and BlackRock. We provide comprehensive services such as investing, tax planning , ethical and legal advice. We are a fee-only advisor, which means no commissions and no

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