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 […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. You’ve Built It. Now Protect It. Imagine spending years climbing the ladder, negotiating offers, juggling stock options and RSUs, budgeting for your family, and investing wisely, only to have it all unravel due to […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Spoiler alert: it’s not. And mistaking one for the other could cost you tens of thousands of dollars. Imagine walking into a movie theater halfway through a film and trying to change […]
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 tech professional in the Bay Area, there’s a good chance a large portion of your net worth is tied up in your company’s stock, through RSUs, stock options, or […]
