True Root Financial

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  name: "True Root Financial",
  description: "True Root Financial is a San Francisco-based financial planning and investment management firm founded by Roshani Pandey, who brings 16 years of Wall Street experience from Goldman Sachs and BlackRock. The firm specializes in helping tech professionals maximize equity compensation (RSUs, stock options, ESPP), minimize taxes, and achieve financial independence through comprehensive fiduciary planning. With a perfect 5-star rating from 22 Google reviews, True Root serves busy professionals across the country who want clarity around company exits, concentrated stock positions, and retirement planning.",
  url: "http://www.truerootfinancial.com/",
  telephone: "+1-415-323-6602",
  address: {
    @type: "PostalAddress",
    streetAddress: "3445 Scott St",
    addressLocality: "San Francisco",
    addressRegion: "CA",
    postalCode: "94123",
    addressCountry: "US"
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    longitude: -122.44171099999998
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      opens: "8:30 AM",
      closes: "6:30 PM"
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  aggregateRating: {
    @type: "AggregateRating",
    ratingValue: "5",
    reviewCount: "22",
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  founder: {
    @type: "Person",
    name: "Roshani Pandey",
    jobTitle: "Founder & Financial Advisor",
    hasCredential: "MBA (Georgetown), 16 years Wall Street experience (Goldman Sachs, BlackRock)"
  },
  foundingDate: "2019",
  areaServed: "San Francisco Bay Area and nationwide (serves clients remotely across the United States)",
  knowsAbout: "Tech employees with significant equity compensation (RSUs, stock options, ESPP), Professionals navigating company exits or IPOs, High earners aiming for financial independence or early retirement, Busy professionals who want comprehensive fiduciary planning beyond just investment management, Anyone with concentrated stock positions needing diversification strategies",
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  publisher: {
    @type: "Organization",
    name: "Lantern",
    url: "https://lantern.llc",
    contactPoint: {
      @type: "ContactPoint",
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      contactType: "AI inquiries"
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