Reviews for True Root Financial

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Aug 2024
True Root Financial, a woman-owned and minority-owned business, is a financial advisor and planner based in San Francisco, California, serving clients globally. Founded by Roshani Pandey, a seasoned professional with 19 years of experience, the company provides investment advisory and financial planning services for individuals and families. As a fee-only, fiduciary, and independent financial advisor, True Root Financial offers unbiased advice, never receiving commissions. The company's commitment to integrity and trust is evident in their reviews, with clients praising founder Roshani Pandey's professionalism, exceptional background, and honesty. Clients have reported receiving comprehensive assistance and insights on investing and tax strategies, particularly valuable for those from a tech background. Overall, True Root Financial is highly recommended for top-notch financial advice and guidance.

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From True Root Financial

Roshani Pandey is the owner and founder of True Root Financial. We are a financial advisor and financial planner based in San Francisco, California and serve clients across the globe. Roshani started her career 19 years ago at Goldman Sachs Private Wealth, helping ultra-high net worth clients manage their assets. Since then, she has helped endowments, foundations, and pensions with billions of dollars in assets at firms such as BlackRock and Cambridge Associates. We are a woman-owned and minority-owned business. We provide investment advisory and financial planning services for individuals and families. As a fee-only, fiduciary, and independent financial advisor, we are never paid a commission of any kind, and provide unbiased advice.

Hours

Monday: 8:30AM - 6:30PM
Tuesday: 8:30AM - 6:30PM
Wednesday: 8:30AM - 6:30PM
Thursday: 8:30AM - 6:30PM
Friday: 8:30AM - 6:30PM
Saturday: ClosedSunday: Closed