Citrus Wealth Management

Citrus Wealth Management is a Financial Planner in Redlands, CA. The firm assists families across the country with personalized financial planning, offering comprehensive retirement advice and guidance on asset management, tax strategy, insurance coverage, estate planning, and Social Security or Medicare. The advisors maintain active, long-term relationships with their clients, serving as a resource for a broad range of financial-planning questions. The firm holds a 5.00 rating based on customer reviews.

The advisory team is led by Jeff, who graduated from California State University, San Bernardino with a degree in Information Management and Finance and holds the Accredited Investment Fiduciary (AIF) designation. Will, who joined the firm in 2022 after interning there in 2019, earned a Bachelor’s degree in Finance from the University of San Diego and previously worked as a research analyst. Michele provides client support services, drawing on seventeen years of experience in the field.

Raymond James Financial serves as the broker/dealer for Citrus Wealth Management, providing access to a broad range of investment choices and resources. The firm emphasizes neighborly, honest, and loyal client relationships, facilitated by prompt and open communication. An initial consultation is available with no charge or obligation.

The firm’s 5.00 rating reflects the positive experiences of customers who have reviewed its services.

Citrus Wealth Management brings specialized fiduciary expertise and local community involvement to financial planning for families in Redlands.

The firm is located on Ford Street, just a tenth of a mile from East Redlands Boulevard and the Pearl Harbor Memorial Highway. It is also near the Redlands Heights neighborhood and Saint Martha Dining Room.

BizScoreAI awarded the business a perfect 100 out of 100 for its Discoverability score, which ensures AI crawlers can access every page so the business can be recommended. The Technical score of 92 out of 100 confirms the website is secure and indexable for search engines without errors. Additionally, the business ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Redlands.