True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For many tech professionals in San Francisco, participating in an Employee Stock Purchase Plan (ESPP) feels like a no-brainer: discounted company stock, automatic contributions, and a chance to build wealth while doing the work […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Spoiler: It’s not just about landing a big paycheck! Jason, a 34-year-old software engineer in San Francisco, had what most would consider the dream setup. He pulled in a generous six-figure salary, […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. When Cassie landed her first role at a fast-growing startup in San Francisco, the offer came with something exciting: Restricted Stock Units (RSUs). The recruiter said, “Your salary is competitive, but the real upside […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. I always thought I had my finances under control. As a tech professional in California, I had a solid salary, a well-funded retirement plan, and a clear investment strategy. I knew how to maximize […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Divorce is never easy, and for tech professionals in California, it can be particularly complex when stock options are involved. If you’ve built a career in the Bay Area’s tech industry, you […]
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, you know that your compensation isn’t just about your salary. RSUs, stock options, and ESPPs can significantly boost your earnings, but they also come with complicated tax consequences. Many […]
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 work in tech in California, chances are stock options are a significant part of your compensation. But with this valuable benefit comes a key question: How does California tax my […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. As a high-earning tech professional in San Francisco, you already know that a bigger salary means a bigger tax bill. And with the April 15 tax deadline fast approaching, now is the time to […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. You’ve worked hard to build your wealth through stock options, RSUs, and real estate but what happens if something unexpected happens to you? Without a solid estate plan, your assets could be tied up […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Daniel, a software engineer in San Francisco, has accumulated over $2 million in RSUs, making up 75% of his net worth. While RSUs seemed like a great wealth-building tool, he now faces the risk […]
