True Root Financial is a fee-only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For high-net-worth tech executives, wealth represents far more than a growing net worth, it reflects years of innovation, calculated risk-taking, and career-defining decisions. But while building wealth is a major milestone, preserving it […]
True Root Financial is a fee-only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. In the tech world, most meaningful wealth isn’t created through paychecks. It’s created through ownership like founder shares, early-stage stock, and long-term equity stakes. And while those wins can be life-changing, taxes often […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For many high-income tech professionals, equity compensation becomes the single largest driver of net worth. RSUs, ISOs, NSOs, and founder shares can grow rapidly, often faster than the rest of your financial plan can […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For successful tech professionals, taxes often become the largest drag on wealth i.e. larger than housing, lifestyle, or even investment fees. RSUs vest, stock options are exercised, and concentrated equity positions grow quietly in […]
True Root Financial is a fee-only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. January has a way of resetting our mindset. New goals. New habits. A renewed sense that this will be the year we finally get our finances in order. Yet, many tech professionals begin […]
True Root Financial is a fee-only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. When your private tech company offers a tender opportunity, deciding which shares to sell is just as important as deciding whether to sell at all. High-earning executives need a clear framework to make […]
True Root Financial is a fee-only fiduciary financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Many tech professionals and executives assume that a financial advisor is legally required to act in their client’s best interest. The truth is, that is not always the case, and it can […]
True Root Financial is a fee-only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Tender offers used to be rare. Today, with San Francisco startups staying private longer and IPO windows opening and closing unpredictably, they have become a very real moment of truth for high-earning tech […]
True Root Financial is a fee-only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. As a high-earning tech executive, founder, or senior leader, your financial life is anything but simple. Between escalating compensation packages, concentrated equity positions, complex tax exposure, and long-term wealth planning, even small missteps […]
True Root Financial is a fee-only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Whether you’ve joined a high-growth startup or received restricted stock from a pre-IPO company, your equity’s future potential can be life-changing. But there’s a catch: as your company’s value grows, so can your […]
