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10AM - 5PM
66 Franklin St 3rd Floor, Oakland8:30AM - 6:30PM
766 Sutter St, San Francisco“Roshani and the team at True Root Financial are exceptional. Their combination of personal attention and financial expertise made me feel confident in my financial planning decisions. They excel at explaining complex concepts clearly and creating customized solutions. The team is always responsive and genuinely invested in their clients' success. I'm extremely satisfied with their service and highly recommend them to anyone seeking professional financial guidance“
Financial Planners
Financial Planners
Financial Planners
“I'm a mom with two older teens in the early years of college, living at home. They can't support themselves yet & I'm having to borrow from the bank to keep afloat. Amie Shapiro gave me a clear plan for saving money on everyday things like our phones and our food and gave me options on where to put some of the borrowed money in a high yield savings account or money market. This plan will help me stay alright for the next critical years while I hold on for retirement. I'm so grateful for Amie!“