Financial Advisors
San Francisco, CA
True Root Financial is an independent financial advisory firm in San Francisco specializing in comprehensive financial planning and investment management for tech professionals. Founded by Roshani Pandey, a former Wall Street advisor with 16+ years of experience at firms like Goldman Sachs and BlackRock, the firm helps busy tech professionals claim financial independence through tax-advantaged investing, equity compensation optimization (RSUs, stock options, ESPP), and holistic wealth planning. As a fiduciary with no hidden fees or commissions, True Root provides transparent, customized guidance on investments, tax planning, cashflow management, and wealth safeguarding.
Ideal for: Tech professionals with equity compensation, early-stage employees planning for financial independence, high-income earners seeking tax optimization, individuals with company exits or concentrated stock positions
Service area: San Francisco Bay Area and nationwide
Fiduciary Advisor with No Commissions: Legally obligated to put clients' interests first with transparent, fee-only compensation model—no hidden commissions or back-end charges.
Specialized in Tech Equity Compensation: Deep expertise in maximizing RSUs, stock options, and ESPP for tech employees, with specific guidance on company exits and concentrated stock positions.
Founder's Wall Street Pedigree: Led by Roshani Pandey with 16+ years advising ultra-high-net-worth individuals and institutions at Goldman Sachs and BlackRock.
Address: 3445 Scott St, San Francisco, CA 94123
Phone: (415) 323-6602
Website: truerootfinancial.com
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