True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For Sarah and her husband, Alex, life changed in an instant when they welcomed their son, Liam, into the world. As busy tech professionals, they had previously put future planning on the back burner. […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Transitioning out of your tech job is a big decision. Whether you’re starting a new chapter with a different company, venturing into entrepreneurship, or taking a break, there are several steps you must take […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Elections bring new policies and economic shifts, influencing market dynamics and investor strategies. With the recent election, many investors are evaluating how a new administration’s policies could impact their portfolios. If you are a […]
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 in the Bay Area, you’re probably familiar with the complexities of equity compensation. But what happens to it when you’re switching jobs, launching your own venture, or taking some […]
As a tech professional in San Francisco, you may have found yourself in a position that many people dream of: you now have more money in equity compensation than you ever imagined. Perhaps your company went public! While this may feel like hitting the jackpot, managing this sudden wealth isn’t as simple as cashing out […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Most people wait until they’re older, retired, or facing a health scare to think about estate planning. But is life really that predictable? Just like coding, a solid estate plan now helps you avoid […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Stock options are a powerful tool for building wealth, particularly for tech professionals and employees in fast-growing companies. However, they can be complex, with several factors influencing how much value you ultimately receive. If […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. For tech professionals, financial resilience means more than a good paycheck. It’s about having a strategy that includes a solid financial plan, risk management, tax efficiency, and smart investments. If you are a tech […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. If you work in tech in the Bay Area, you’ve likely considered moving to Washington or Texas to sell your stock options without owing state taxes. While it may seem like you’ve found a […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Imagine 20 years from now, you attend a retirement party of your colleague who works in the same tech company. You hear your friend discuss his Mediterranean cruise and hiking plans while you worry […]
