True Root Financial is a San Francisco-based financial advisory firm that helps individuals and businesses make informed decisions about their money. With a focus on comprehensive financial investment planning, investment management, and project-based planning, they provide customized solutions tailored to each client's personal values and goals. As a fiduciary, they prioritize their clients' best interests and offer transparent, fee-only services with no hidden fees or commissions.
Led by Roshani Pandey, an experienced investment advisor and financial consultant, True Root Financial combines evidence-based, time-tested methods with a modern approach. They guide clients through all aspects of their financial lives, including taxes, benefits, savings, risks, and more. With no asset minimums, they aim to help individuals accumulate wealth and live the life they desire, offering environmentally and socially responsible investment options. Serving clients nationwide, True Root Financial is committed to providing tailored advice and helping clients achieve their financial goals.
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