Kiersten Ann Peshek
Investment adviser representative at Citrine Capital
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$346.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Citrine CapitalMay 2021 to now
- Black Diamond PlannersNov 2020 to Jun 2021
- Braintree, A Paypal ServiceOct 2016 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, GA).
Citrine Capital
Legal name: Citrine Capital, LLC
$346.7MAssets managed
141Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7390853
- Firm CRD
- 171735