Leaving your job?

Leaving Your Job? Here’s How It Affects Your Equity!

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True Root Financial is a financial advisor and financial planner…
Maxed out on equity compensation?

Maxed Out on Equity Compensation: What's Next?

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As a tech professional in San Francisco, you may have found yourself…
When do I get started with estate planning?

When Do I Get Started With Estate Planning?

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True Root Financial is a financial advisor and financial planner…
Maximize your stock options to build wealth

Maximize Your Stock Options to Build Wealth

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True Root Financial is a financial advisor and financial planner…
Tech Professionals: How to Build Financial Resilience?

Tech Professionals: How to Build Financial Resilience?

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True Root Financial is a financial advisor and financial planner…
Will Moving from California Lower Your Stock Option Taxes?

Will Moving from California Lower Your Stock Option Taxes?

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True Root Financial is a financial advisor and financial planner…

Do I Have to Work Into My 70s to Retire?

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True Root Financial is a financial advisor and financial planner…

Tech Professionals: Are HSAs Worth It?

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True Root Financial is a financial advisor and financial planner…
Is financial advice worth paying for in San Francisco

Is Financial Advice Worth Paying For in San Francisco?

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True Root Financial is a financial advisor and financial planner…
Are fixer-uppers a good investment?

Are Fixer-Uppers a Good Investment?

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True Root Financial is a financial advisor and financial planner…