True Root Financial
Financial Planning & Investment Management for Tech Professionals
San Francisco, California
About Us
True Root Financial is a fiduciary financial planning firm led by founder Roshani Pandey. Based in San Francisco, the firm serves tech professionals at companies like Meta, NVIDIA, and Google, focusing on maximizing equity compensation and minimizing tax burdens. The agency provides comprehensive financial and investment planning with no hidden fees or commissions. They utilize evidence-based, time-tested methods to help clients achieve financial independence, whether through RSU management, stock option strategies, or socially responsible investment portfolios.
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