As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sefa Mawuli, CFP®
Fee-Only financial planner located in Washington, DC serving clients locally and across the country
Meet Sefa Mawuli
Sefa came to the United States by herself a long time ago to study. She later successfully saved to purchase her first home as a single 20-something-year-old.
Prior to joining Citrine, Sefa helped corporate executives strategize to make money in new markets. She now finds it far more rewarding to help tech professionals, business owners and their families make the right financial moves to achieve their life goals. She has a particular knack for advising clients with international ties and guiding go-getter professional women.
Today, Sefa is a wealth advisor at Citrine Capital, where she serves as an Investment Advisor Representative (IAR) and a CERTIFIED FINANCIAL PLANNER™ professional.
Originally from West Africa, Sefa has lived in Papua New Guinea, England
Sefa Mawuli is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Sefa Mawuli
1100 15th St NW
Washington, DC 20005