As a tech professional in San Francisco, you may have found yourself in a position that many people dream of: you now have more money in equity compensation than you ever imagined. Perhaps your company went public! While this may feel like hitting the jackpot, managing this sudden wealth isn’t as simple as cashing out […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Most people wait until they’re older, retired, or facing a health scare to think about estate planning. But is life really that predictable? Just like coding, a solid estate plan now helps you avoid […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Stock options are a powerful tool for building wealth, particularly for tech professionals and employees in fast-growing companies. However, they can be complex, with several factors influencing how much value you ultimately receive. If […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For tech professionals, financial resilience means more than a good paycheck. It’s about having a strategy that includes a solid financial plan, risk management, tax efficiency, and smart investments. If you are a tech […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. If you work in tech in the Bay Area, you’ve likely considered moving to Washington or Texas to sell your stock options without owing state taxes. While it may seem like you’ve found a […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Imagine 20 years from now, you attend a retirement party of your colleague who works in the same tech company. You hear your friend discuss his Mediterranean cruise and hiking plans while you worry […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Think you’re healthy now? What about the unknowns hiding ahead? More people are turning to healthcare planners before even seeing a doctor and it might just save your future. If you are a tech […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Whether you’re a tech professional navigating stock options, a homeowner dealing with skyrocketing property taxes, or someone simply trying to balance a budget in one of the most expensive cities in the world, the […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. If you’re a tech professional eyeing the competitive San Francisco housing market, the idea of transforming a run-down house into a profitable investment is certainly appealing. However, the reality of purchasing a fixer-upper is […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. When your company announces an IPO, it’s an exciting and pivotal moment. While it signals growth and potential financial gain, it also brings mixed emotions, including anxiety about how the stock price will affect […]
