True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Meet Jan: A First Time Investor Jan, a Berkeley graduate, started working as an engineer and gradually built up her savings. After losing money on tech stocks, she chose to keep her cash in […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. In today’s volatile financial landscape, the allure of high-yield savings accounts, Treasury bills, and money-market funds can seem like a secure choice, but that’s when you fall into the ‘cash trap’. Key takeaways: Investors […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Mastering financial independence begins with understanding and controlling your spending habits. By crafting a realistic budget aligned with your goals, identifying and curbing common cash drains, and tracking your expenses diligently, you pave the […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. As a tech professional, it’s natural to focus on upcoming technologies and the future. But it’s equally crucial to think about your own future. That’s where retirement savings come in. There are various options […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. As we approach Election 2024, investors are eyeing the stock market with a mix of anticipation and caution. Understanding how stocks typically behave in the lead-up to presidential elections can provide valuable insights for […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. In the bustling tech hub of San Francisco, where innovation thrives and fortunes are made, the idea of investing in Exchange-Traded Funds (ETFs for Tech) might seem like a rookie mistake. After all, why […]
In today’s dynamic economy, tech professionals often enjoy the perks of variable income streams. Whether it’s through stock options, bonuses, or freelance gigs, the income landscape for those in the tech industry can be as fluctuating as the latest trends in software development. While this variability can lead to financial prosperity, it also demands a […]
The tech industry fosters innovation, upheaval, and frequently substantial wealth development. However, creating a profitable business isn’t the only thing that demands forethought and planning from tech executives. Like any successful business, you need to have a well-thought-out estate plan to make sure your fortune is safeguarded and your legacy is carried out the way […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Imagine you’ve saved up a significant amount of company stocks through an Employee Stock Purchase Plan (ESPP), and suddenly, the stock prices take a dive. If you work for a stable tech company, this […]
Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. You may be looking for a financial advisor to help you invest and better manage your finances. The first step in deciding if you want to work with […]
