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 […]
True Root Financial is a fiduciary financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. When the company delays its IPO or stays private longer than expected, that liquidity event can feel indefinitely out of reach. Equity that once felt like a reward can start to feel like […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Many employees get excited about owning shares but have no idea how to manage them, especially when the stock isn’t publicly traded yet. Let’s break down how to make smart, strategic decisions about your […]
True Root Financial is a fiduciary financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. More tech employees lose wealth after an IPO than build it. Not because their companies fail, but because they fail to plan. You’ve been told this is your big break. The IPO means […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Your company’s IPO is finally happening. Overnight, your net worth on paper might look massive. But if you’re sitting on RSUs, ISOs, or NSOs in the Bay Area, you could be heading for a […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Navigating your wealth as a tech professional is exciting, but it can also be overwhelming. With RSUs, ISOs, tender offers, and equity grants, every decision carries significant financial consequences. Even a single misstep can […]
True Root Financial is a fee-only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For many high-net-worth tech professionals, the financial journey doesn’t end with building wealth. After diversifying assets, minimizing taxes, and putting protection strategies in place, a natural question arises: What’s next? If you are […]
