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 […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Think you’re healthy now? What about the unknowns hiding ahead? More people are turning to healthcare planners before even seeing a doctor and it might just save your future. 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. Whether you’re a tech professional navigating stock options, a homeowner dealing with skyrocketing property taxes, or someone simply trying to balance a budget in one of the most expensive cities in the world, the […]
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 eyeing the competitive San Francisco housing market, the idea of transforming a run-down house into a profitable investment is certainly appealing. However, the reality of purchasing a fixer-upper is […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. When your company announces an IPO, it’s an exciting and pivotal moment. While it signals growth and potential financial gain, it also brings mixed emotions, including anxiety about how the stock price will affect […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. What if you suddenly receive an extra $10,000 in your account? Or $100,000 or even more? A financial windfall can bring joy and excitement, but it can also come with a fair share of […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Sarah, a successful 40-year-old graphic designer has a healthy investment portfolio and enjoys a fulfilling life with her friends and extended family. She was lucky to buy a home in San Francisco in 2008 […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Rob, a marketing professional who works for a tech company in Silicon valley, inherited an IRA from his mother in 2020. Initially, he misunderstood the requirements, believing he could spend down the IRA over […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Jane and John, in their mid-30s, have been together for 10 years. Although they refer to each other as husband and wife and are perceived as married by others, they are actually domestic partners. […]
