Sefa Mawuli (CFP®)

Sefa Mawuli focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • ExPat and Cross Border Issues
  • Investment Advice with Ongoing Management
  • Millennials
  • Tax Planning

Planning Specialties

Sefa Mawuli helps business owners, business executives, tech professionals and entrepreneurs to preserve and create wealth. She helps them to organize their finances, manage investments, develop strategies for company equity compensation (e.g. NSOs, RSUs, ISOs), define and prioritize goals, plan for retirement and major life events, protect their loved ones, and mitigate taxes. She’s well versed in working with clients with cross-border financial planning issues.

Additional Information

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 Fortune 500 corporations strategize to make money in new markets. She now finds it far more rewarding to help tech professionals, corporate executives, 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.

Sefa is a CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative (IAR).

Originally from West Africa, Sefa has lived in Papua New Guinea, England and New Zealand. She manages a bilingual (French/English) household with her husband Mike, and their two children. When she’s not financial planning or volunteering at her kids’ activities, you’ll find her running the roads and trails around the Washington DC metro area or checking out a music venue.

NAPFA Start Date

October 25, 2019

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This Office

1100 15th St NW Washington, DC 20005-1707 Phone: (202) 509-7766

Other Offices

535 Mission St Fl 14 San Francisco, CA 94105-3253 Phone: (415) 494-8262