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 professionals, taxes are often the single largest expense you’ll ever face. If you hold a concentrated position in your company’s stock, your gains can quietly grow over time, and if […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. You’ve done the hard work. You’ve clarified your purpose, your priorities, and the kind of life you want to build. Now the stakes have changed. Your company is going public. Millions, maybe […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. It finally happened. After years of late nights, product launches, endless Zoom calls, and maybe even a little bit of imposter syndrome, your company is going public. If you’re like most tech professionals in […]
True Root Financial is a fee-only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Switching tech jobs is exciting, but it often leaves you with an old 401(k) account. Many professionals in the San Francisco Bay Area face this situation, and making the right decision can save […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Let’s play a quick game. Hint: One Could Save You Hundreds of Thousands Over Your Lifetime!! Here are two scenarios: Scenario A: Every April, you gather your W-2s, 1099s, and a shoebox […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. In San Francisco’s fast-paced tech world, your career can take you from stock-option rookie to RSU millionaire faster than you expect. But with sudden income jumps, complex equity compensation, and California’s high […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. If you’re a high-earning tech professional in California, especially in the Bay Area, you know taxes can take a big bite out of your paycheck. The Trump-era tax law, passed in 2017, […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Why San Francisco Tech Professionals Need More Than Just Investment Advice? Piles of spreadsheets? An investment account here, an ESPP there, some RSUs vesting this quarter, a mortgage you’re paying but aren’t sure if […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. You’ve built a career in tech through grit, skill, and persistence. Maybe you’ve climbed the ladder at a top Bay Area company, led product innovation, or joined a startup that’s on the […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. You’ve got the income, the equity comp, the retirement accounts, and maybe a house with significant appreciation. Now it’s time to make sure it doesn’t all fall apart because of a health […]
