True Root Financial is a fiduciary financial advisor in San Francisco, CA specializing in equity compensation and RSU tax planning for Bay Area tech professionals. If you are a Broadcom employee with a concentrated stock position, book a no-obligation consultation. One Broadcom employee I spoke with had over $8 million in AVGO stock. He was […]
True Root Financial is a fiduciary financial advisor in San Francisco, CA specializing in equity compensation and tax planning for tech professionals. If you are an Apple employee with a concentrated stock position, book a no-obligation consultation. One Apple employee I spoke with had over $10 million in Apple stock. She was planning to […]
True Root Financial is a fiduciary financial advisor in San Francisco, CA, specializing in equity compensation and tax planning for tech professionals. If you are a Meta employee navigating a concentrated stock position or planning a career transition, book a no-obligation consultation. Most Meta employees know they should diversify their stock. Very few realize how […]
Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Meet Linda. She has a husband and two children. Besides taking care of her family physically, she also wants to make sure that they are financially secure should […]
Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. In June, vacant apartments in New York jumped 85% from the same time last year. This was partly due to the Coronavirus lockdown preventing apartment showings but also […]
Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. What is the biggest problem that entrepreneurs face? Or, FBI hostage negotiators face? Or for that matter any of us face when we are trying to solve a […]
Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides three main benefits to holders of retirement plans like 401(k) and 403(b). If you are thinking of withdrawing […]
Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Women Who Money recently ran my article on choosing a financial advisor. Women Who Money was founded by two financially independent women, Amy Blacklock and Vicki Cook, to […]
Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. A regular reader of this blog writes: Hi Roshani, My 401K is tanking. How should I handle it at a time of this bear market? Should I […]
Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. To stimulate the economy from the impact of the Coronavirus shutdown, Congress passed a historic $2.2 trillion Coronavirus Relief Bill (CARES Act) recently. Here are some important aspects […]
