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 […]
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 tech job. The RSUs. The 401(k). Maybe even a growing savings account. But when it comes to investing that money wisely? That’s where things can get tricky, even intimidating. […]
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 be honest, financial insecurity isn’t just about not making enough money. Even high earners in tech, with impressive salaries, RSUs, bonuses, and investment portfolios, often feel uncertain when it comes to […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. When negotiating a job offer, especially in the tech industry, you’re often presented with more than just a base salary. Equity compensation like Restricted Stock Units (RSUs), stock options, or Employee Stock […]
