Reviews for True Root Financial

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May 2024

I was looking for a financial planner for months but was making little progress. I required someone with high integrity and who is trustworthy, which is difficult to find until I met Roshani Pandey. Ms. Pandey is professional with an exceptional background working at such companies as Goldman Sachs. But what really drew me to her was her honesty and integrity. Being able to trust someone with my money was one of my main concerns but with Ms. Pandey, I know that she will always have my best interests in mind and manage my money to achieve my financial goals.
May 2024

Roshani and her team have been awesome partners to us. Their expertise and support in financial investments have been invaluable, offering comprehensive assistance and insights. Their guidance on investing (managing RSU and ESPP plans) and tax strategies has been instrumental, especially coming from a tech background. I fully recommend them to anyone seeking top financial advice.
Feb 2024

Working with Roshani and her team has been a fantastic experience. They are excellent partners to have on your side, offering extensive knowledge and assistance across various aspects of financial investments. Moreover, they provided invaluable insights into tax planning. Plus, as someone with a tech background like mine, their insights have been invaluable. It's been a blast working with them, and I totally recommend them to anyone needing financial advice!

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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

Tips

women-owned

Local Businesses Nearby

Best Pros in San Francisco, California

Ratings

Google: 5/5