True Root Financial is a fee-only, fiduciary financial advisor based in San Francisco, CA. We work with Google employees across the country. If you want a second opinion on your Google RSU tax strategy, book a no obligation call. Key Takeaways Long tenured NVIDIA employees often end up with more than half their net worth […]
True Root Financial is a fee only, fiduciary financial advisor based in San Francisco, CA. We work with Google employees across the country. If you want a second opinion on your Google RSU tax strategy, book a no obligation call. Google’s equity compensation comes through GSU grants, short for Google Stock Unit, which is Google’s […]
True Root Financial is a fee-only fiduciary financial advisor based in San Francisco, CA, working with AMD employees and other Bay Area tech professionals on equity compensation, concentrated stock, and tax planning. Schedule a consultation. For long-tenured AMD employees, the last few years may have changed your financial life. RSUs that once looked like a […]
True Root Financial is a fiduciary financial advisor in San Francisco, CA, working with Stripe employees and other tech professionals on equity compensation. Book a consultation to talk through your own Stripe tender offer decision. Every year, Stripe employees face the same question when a tender offer opens. Should I sell some of my Stripe […]
True Root Financial is a fee only, fiduciary financial advisor based in San Francisco, CA. We work with tech professionals across the country. If you want a second opinion on your Apple equity, book a no obligation call. The Apple employee stock purchase plan lets you buy AAPL stock at a 15% discount twice a […]
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 Google employee navigating a concentrated stock position and rising income, book a no-obligation consultation. A Google employee I spoke with had built over $7 million in investable assets. […]
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 […]
