Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiersten? Claim Your ProfileKiersten Peshek is an Investment Advisor Representative at Citrine Capital. Kiersten has been in the industry since 2015 and has experience working with individuals and high-net-worth clients. Kiersten specializes in financial planning, portfolio management for individuals, and tax return preparation services. Kiersten holds the Series 65 license and the Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Tax return preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of net worth
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2
CA
03/22/2022 - Present
Citrine Capital (SAN FRANCISCO CA)
IA
Issued 07/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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