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True Root Financial
Personalized financial planning for tech professionals and beyond—growing wealth with clarity and care.
5(5 reviews)
Business
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Personalized financial planning for tech professionals and beyond—growing wealth with clarity and care.
True Root Financial is a premier financial advisory firm in San Francisco, specializing in personalized wealth management and strategic planning. Led by Roshani, we serve tech professionals, physicians, and individuals seeking holistic financial guidance. Our approach combines deep market expertise with a commitment to understanding your unique goals, offering proactive solutions for investments, tax minimization, estate planning, and life transitions. We prioritize accessibility, education, and building long-term client relationships to ensure confidence and peace of mind in your financial journey.
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Customized portfolio strategies tailored to your goals, with a focus on tech sector opportunities and volatility management.
Comprehensive planning covering investments, taxes, insurance, estate planning, and life goal alignment for overall financial success.
Expert guidance to reduce tax liabilities and optimize financial outcomes through strategic planning and adjustments.
Assistance with estate setup and insurance needs to protect assets and ensure long-term security for you and your family.
Proactive pivoting of financial plans during major life changes like moves, family growth, or career shifts to maintain stability.
Regular check-ins, clear explanations of complex concepts, and responsive support to keep you informed and confident.
Finding a financial advisor who not only understands the markets but genuinely cares about your personal journey is rare. I am incredibly fortunate to work with Roshani. She specializes in the tech sector, which is crucial for my portfolio, and her expertise has been invaluable in navigating its unique opportunities and volatility. What truly sets her apart is her commitment to clarity and accessibility. She is always available for a quick call to answer questions, and she ensures I have a full, crystal-clear understanding of every investment we make. I never feel lost or pressured; I feel educated and confident. Furthermore, her strategic planning is exceptional. She takes the time to deeply understand my short and long-term goals and builds her strategy accordingly. This was most evident recently when we experienced the unexpected events of a major family move and the arrival of a new child. Without skipping a beat, she quickly pivoted our entire plan to accommodate these significant life changes. Beyond her direct financial planning, she is a phenomenal resource. She immediately introduced me to key contacts in her network to assist with other opportunities and services related to our expanding portfolio. She doesn't just manage money; she helps build holistic financial success. I wholeheartedly recommend her to anyone looking for expert, personalized, and proactive financial guidance.
I worked with True Root for approximately 4 years. Relationship with a thorough consultation of my life goals and values. Roshani created a customized plan and we implemented it. my portfolio has grown. We have regular check ins to change the strategy if needed. very professional, approachable and accessible. I am a physician and would rather focus on what I’m good at, the finances are managed with true root. Gives me peace of mind and bandwidth to focus on my personal and professional life and not deal with the ups and downs of the market. Highly recommend True Root !
Roshani and the team at True Root Financial are exceptional. Their combination of personal attention and financial expertise made me feel confident in my financial planning decisions. They excel at explaining complex concepts clearly and creating customized solutions. The team is always responsive and genuinely invested in their clients' success. I'm extremely satisfied with their service and highly recommend them to anyone seeking professional financial guidance
I was searching for someone to help grow our nest egg. Roshani has been that and much more. After our first meeting, I instantly knew Roshani was the right advisor for us. She really helped open our eyes and helped us gain a better insight into our finances, minimize taxes, estate planning, insurance needs, etc. She really took the time to explain the steps and made things less intimidating. I highly recommend Roshani and True Root Financial to anyone.
Roshani is a fantastic financial advisor. I started working with her almost a year ago and quickly felt confident that she was the exact advisor I wanted to work with and I have only continued to feel more and more confident in that decision since then. One of the aspects I love most about having Roshani as my financial advisor is that she thinks holistically about financial planning across many different elements of my life, not just my direct financial investments. She has also helped me think through areas like insurance, goal planning, side business income, healthcare, and taxes. I also greatly appreciate that Roshani is incredibly adaptable to her clients' needs. There were a couple specific arrangements I wanted with my investments and how my fee would be deducted that she made work perfectly. I also asked about a few different ways to see investment performance and she was very open to how she could best represent the value her firm was providing. To date, Roshani's investments for me have been significantly outperforming what I would have made in the market myself. I'm so grateful to have started working with her and highly recommend her to anyone looking for a financial advisor that truly has your best interests in mind!
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