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 […]
True Root Financial is a fiduciary financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For high-net-worth tech professionals, wealth isn’t just numbers on a screen; it represents years of dedication, innovation, and strategic risk-taking. But building wealth is only half the battle. Protecting it from unforeseen events, […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For high-net-worth tech professionals, building wealth often comes from a mix of salary, equity, and other investments. While diversifying your portfolio and harvesting losses is an important first step, the next step, executing advanced […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For high-net-worth tech professionals, holding a large amount of your net worth in your employer’s stock can feel like a jackpot. RSUs, stock options, or early founder shares can quickly grow into multi-million-dollar positions. […]
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 […]
