True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. You’ve worked hard to build your wealth through stock options, RSUs, and real estate but what happens if something unexpected happens to you? Without a solid estate plan, your assets could be tied up […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Daniel, a software engineer in San Francisco, has accumulated over $2 million in RSUs, making up 75% of his net worth. While RSUs seemed like a great wealth-building tool, he now faces the risk […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Eric, a tech professional in San Francisco, sold $100k in RSUs and faced a choice: indulge in luxury or invest in his future. With goals like early retirement and financial security, he […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Taxes can be complex, especially for tech professionals in San Francisco juggling high salaries, equity compensation, and a fast-paced lifestyle. A small mistake can cost you thousands of dollars, while strategic tax […]
True Root Financial is a fee only financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Tech professionals are great at crunching numbers, but retirement isn’t just about spreadsheets—it’s about strategy. Take Jane, a senior software developer, who thought she had everything figured out. But after retiring, she […]
True Root Financial is a Fee only Financial Advisor and Financial Planner based in San Francisco, CA. We serve clients across the globe. As a tech professional in San Francisco, a significant part of your wealth is likely tied up in RSUs. While these equity grants can be a powerful asset, relying too heavily on […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Imagine waking up in a cozy mountain cabin or a sunlit beachside apartment—living your dream lifestyle while earning a tech salary. Thanks to the remote work revolution, this is now a reality for many […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Restricted Stock Units (RSUs) are a form of equity compensation that has become a staple in tech compensation packages, particularly in tech hubs like San Francisco. As of 2025, companies continue to use RSUs […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Have you ever wondered how much value your Employee Stock Purchase Plans (ESPPs) could truly add to your financial future? What if you could use it not just to save, but to achieve big […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Take a moment to rewind to the start of last year. Can you picture the excitement of setting ambitious goals, the dreams you were eager to chase, and the plans you carefully laid out? […]
