Citrine & Gold LLC

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United States
Lakewood, CO
Citrine & Gold LLC

I want to create change by providing creative financial ideas to humans and impacting their money st We encourage out of the box thinking. Let’s talk one-on-one.

We stand for a world where people are supported, cheered for, and encouraged to become the best version of themselves. A world where people not only believe but truly know that they can live the life of their dreams through connection, authenticity, awareness of ourselves, and grit. Where self-motivation, collaboration, and driven leadership are at the center of change. This business exists to bre

ak down barriers, self-beliefs, and change the rules of the capitalism game to create wealth for those that have never seen it. We believe in abundance. There is enough for all of us, and all of us are enough. We thrive on creating authentic relationships with everyone. We value time and experts in their field. No one can do it all and it’s better to value our time by paying others to do what they are best at. We value human differences by allowing our team to work in whatever way is best for them and their skills. We know that life needs a balance of work and play in order to live our best lives. We believe that by treating people well, in business or personal life, you will see them at their best and receive their best in return. We foster a culture of creativity, growth, connection, and authenticity. If you are a female business owner, part of the LGBTQ+ community, or are an ally who enjoys changing your mindset around money, contact me!

09/02/2026

3 Reasons to Follow (or unfollow) :

1. We intentionally take our time. We don’t chase hot stocks, day trade, or reply to every email in 2 seconds flat. We take our time getting to know you, your values, your goals, and what your life actually looks like. We believe in long-term strategies that follow a plan for your future. We believe in long lasting relationships with aligned clients and build financial plans and portfolios to match.

2. We really love our people. A financial firm that uses the word love?
YUP. We love the Citrine & Gold team, our clients, vendors, families, friends, chosen families, communities, the folks who manage our office kitchen and coffee, our referral networks, mentors, and literally every human that is a part of the Citrine & Gold ecosystem.

3. Our mission is to the close the wealth gap. If you want to see more oppression, discrimination, restricted access to resources, and other bad vibes - we will not be a fit.

At Citrine & Gold we value education, diversity, and community. We believe in providing ethical, transparent, and inclusive financial services so good people and businesses can make informed financial decisions.

Share with your friends so our people can find us 🔁

08/21/2026

When you unlock the accredited investor status, you've reached a significant financial milestone. Now, take a breath before you do anything else.

Accredited investor status opens doors to private placements, alternative investments, hedge funds, real estate syndications, and opportunities that weren't available to you before. That's really exciting, and overwhelming. It's exactly when moving slowly and intentionally matters most.

This is the moment to get on the phone with your financial advisor - not to start saying yes to everything, but to understand what you now have access to, what actually fits your goals, and what questions to ask before anything else. Your advisor can help you approach your new level with strategy instead of reacting emotionally or to FOMO.

📞 If you just hit accredited investor status and want to talk through what comes next, we'd love to be that call.

Link in bio → free consultation.

For educational purposes only. Not financial advice. Consult a qualified financial professional before making investment decisions.

08/19/2026

Citrine & Gold is proud to host Founder Finances: What No One Tells You About Managing Your Money - And Your Team's at -startup-week.

Every year, innovators from around the world gather for this week-long event. Register now! https://hub.catalyzerapp.com/public/events/founder-finances-are-weird-what-nobody-tells-you-a-4037-155

08/17/2026

When you leave a job, don't forget to take your 401(k) with you!

A financial advisor can guide you through your options, the rollover process, and making sure your account is actually invested.

If you've left a job recently, it might be a good time to reach out for a consultation call. https://www.citrineandgold.com

Advisory services are offered through Citrine & Gold LLC, a Registered Investment Advisor in the State of Colorado.

08/14/2026

Aside from licenses and certifications, there's an important marker for your financial services team: experience. And we don't just mean years in the industry (though Brynna is approaching a decade 🤯) - we mean life and financial experiences. Our team is packed with them.

Like...
- Having a loved one pass away
- Being a beneficiary of a life insurance policy
- Getting into credit card debt
- Getting out of credit card debt
- Purchasing condos/homes
- Selling condos/homes
- Multiple surgeries & medical bills
- Getting engaged, and then married!
- Student loan management
- Starting a business (& variable income)
- Selling a business
- Self-employment retirement account
- W-2 income, 1099, owner draw, and investment income
- Receiving an inheritance and being very emotional about the loss and not knowing what to do with the money
- Caring for an aging parent
- Owning rental property
- and more 😅

Basically, you can't scare us with what you're going through. Chances are, one of us has experienced it too.

The personal experiences shared in this post reflect individual life experience and are intended for relational and educational purposes only. They do not represent a guarantee, promise, or implication of any specific level of service, outcome, or professional expertise. Past personal experience is not indicative of future results. Citrine & Gold Financial Services is a registered investment adviser. For information about our services, please visit our website or schedule a consultation.

08/11/2026

“Rich, not just because of bank accounts, but because I am surrounded by LOVE.”

Our founder Brynna spent her fortieth birthday in Costa Rica with her family. 🏝️ It was never about the money, it’s about what the money affords you.
❤️

08/10/2026

Getting married is the moment your financial decisions stop being just about you.

When you say yes to building a life with someone, you are also saying: if something happens to me, I want you to be okay. Life insurance is how you back that up. Not because you are planning for the worst, but because protecting the person you love is part of what love actually looks like when you reach this milestone.

If you just got engaged or recently married and life insurance is still on the "we should probably do that" list, consider moving it up.

For educational purposes only. Not financial advice. Consult a licensed professional for guidance specific to your situation.

08/06/2026

Nobody in their 30s wants to think about life insurance. We know. But your 30s are exactly when it matters most - and when it costs the least.

You have people who depend on you now. Maybe a partner, kids. A mortgage. A business. Maybe parents who aren't as independent as they used to be. Nieces and nephews you'd do anything for.

Life insurance isn't about dying. It's about making sure that if something happens to you, the people you love don't have to figure out how to survive it financially at the same time they're grieving you.

The best time to get it is before you need it. Like, now.

For educational purposes only. Not financial advice. Consult a licensed professional for guidance specific to your situation.

08/03/2026

66% of Gen Z investors say it is “extremely” or “very” important that their portfolio aligns with their personal values.

Is it important to you? What values do you wish were reflected in your portfolio?

07/30/2026

Phases of our Financial Planning Process, explained. This is a general idea of how our process works at Citrine & Gold. From onboarding to plan implementation, every step has a specific purpose.

Address

9635 W Colfax Avenue STE 302
Lakewood, CO
80215

Website

http://www.citrineandgold.com/

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