True Root Financial
Finance · United States · 1-10 Employees
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Overview
Headquarters
United StatesWebsite
www.truerootfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About True Root Financial
True Root Financial is a woman-owned and minority-owned fiduciary financial advisor and planner based in the San Francisco Bay Area. The firm specializes in comprehensive financial and investment planning, particularly for tech professionals seeking to achieve financial independence and maximize their equity compensation. True Root Financial emphasizes a transparent, client-first approach, offering customized investment management without hidden fees or account minimums. Led by Roshani Pandey, the firm provides tailored advice on various financial aspects, including investments, tax planning, and employee benefits.Explore more
True Root Financial Org Chart
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True Root Financial is a woman-owned and minority-owned fiduciary financial advisor and planner based in the San Francisco Bay Area. The firm specializes in comprehensive financial and investment planning, particularly for tech professionals seeking to achieve financial independence and maximize their equity compensation. True Root Financial emphas... Read More
