True Root Financial
We help you make smart, life-changing decisions about money so you can live your best life.
- Business owners
- Tech entrepreneurs
- Tech professionals and executives
- We are located in San Francisco, California and serve clients across the country
Thinking of your financial future should leave you optimistic and confident. That’s why we start with a clear picture of where things stand today, and then work to create a path toward your vision of the future. We will provide ongoing guidance and fine-tune our plan as your life changes.
We will help you articulate your life goals and build an investment portfolio to achieve those goals. The portfolio will be customized to your preferences. We will hold your hand every step of the way.
We will review a topic of your choice and create a personalized plan of action for you. Typical projects include a one-time deep analysis of your overall finances and a written plan with action steps.
Roshani started working in Wall Street 16 years ago and as an investment advisor and financial consultant, she has advised ultra-high-net-worth individuals and institutions worth billions of dollars, like university endowments, foundations and retirement plans. She has worked with global firms like Goldman Sachs and BlackRock and also with niche and boutique players.
She created True Root Financial to provide tailored advice on all aspects of your life concerning money from investments to tax planning to insurance to cashflows to savings to employee benefits. She holds a Bachelor of Science degree in Information Systems from Brigham Young University and an MBA from McDonough School of Business at Georgetown University.