Citrine & Gold Financial Services

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We are an independent fiduciary financial services firm with a bold mission - to close the wealth gap. We provide financial advising, financial planning, portfolio building, asset management, and life insurance for LGBTQ+ folks. We work with people all over the United States virtually, and in-person in Denver, CO. At Citrine & Gold, we believe in building lasting relationships with our clients. Our experienced team is committed to providing transparent and trustworthy advice to help you make informed financial decisions. As licensed fiduciary financial advisors, we craft financial plans and portfolios as diverse as our clients themselves. We are an independent Registered Investment Advisor (RIA) and use AssetMark for accounts. Our team has Series 7, 63, 65, 6, Life & Health certifications, over 8 Years of industry experience and have been recognized as Top Young Professionals by the Colorado LGBTQ+ Chamber of Commerce & Colorado Biz Magazine. Advisory services are offered through Citrine & Gold LLC, a Registered Investment Advisor in the State of Colorado. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Visit our website for more information about Requirements for Designations and Exams as well as Parameters and Requirements for Awards. https://www.citrineandgold.com/about