Our mission is to bridge the financial gaps.

Ngoc Le

Founder | Retirement Income Strategist | CA License #0K37473

Ngoc Le is a passionate educator, retirement income strategist, and co-producer of the documentary film, “The Baby Boomer Dilemma.” With a master’s in education administration, she directs her business success abilities toward education. As co-founder of Citrine Financial Solutions, she hopes to inspire others to turn their financial education into “edu-action.” Ngoc was born in Vietnam and escaped the war on a fishing boat with her family at the age of five. Through her own personal journey of grit and determination, she has great insights with deep compassion and empathy for others who have also persevered through challenges of their own. As a full-time single mother, she cherishes her quality time with her son and their toy poodle.

Daniela Dubach

Retirement Income Strategist | CA License #0F99546

Daniela Dubach is a respected leader, public speaker, and subject-matter expert. Daniela captures the mindset of individuals by helping them navigate through the complexities of economic cycles and emphasizes the importance of preparing for retirement. She is certified as a financial instructor with the National Financial Educators Council (NFEC) and as a Social Security Claiming Strategist. As co-founder of Citrine Financial Solutions, she walks her talk. Daniela, originally from Switzerland, has been a successful entrepreneur and financial strategist for over a decade. She loves the natural beauty of living in Southern California and enjoys outdoor adventures.


Three Easy Steps

Fill out the form below to schedule a meeting with us!


During this meeting, we will get to know who you are and what you want out of retirement.


We’ll examine your current financial situation and determine your retirement needs.


Receive a custom strategy to help you reach your unique retirement goals.

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