Financial Planners in San Francisco

“I worked with True Root for approximately 4 years. Relationship with a thorough consultation of my life goals and values. Roshani created a customized plan and we implemented it. my portfolio has grown. We have regular check ins to change the strategy if needed. very professional, approachable and accessible. I am a physician and would rather focus on what I’m good at, the finances are managed with true root. Gives me peace of mind and bandwidth to focus on my personal and professional life and not deal with the ups and downs of the market. Highly recommend True Root !“

“After many years of working with various global investment institutions I have found Michal to be the best financial planner whom I can trust and have great confidence in his ability to provide me with the services I need. Michal knows his craft inside and out and brings dedication and passion to his work. He has a very personalized and holistic approach, and is very attentive to his client's needs. He takes the time to thoroughly analyze each financial and investment goal and clearly communicates proposed strategies. His financial planning takes into account all the aspects of money management including: wealth growth and preservation, company stock /401k portfolio, taxes, family trust, college funds, retirement planning. He is a true professional, has a driven personality, and exudes confidence, honesty and integrity. He utilizes up to date digital tools and technologies, making communication efficient with easy to understand reports and a seamless document review process. I'm extremely happy with Michal's financial services. I have complete peace of mind, especially in these uncertain times, and a clear idea of my family's financial future. I highly recommend Skylark Wealth as a first class, one stop firm for all of your investment needs.“

“I highly recommend Parallel Advisors to anyone looking for comprehensive financial planning, investment management, and advisory services. Its great team combines deep expertise with a genuine commitment to helping clients reach their financial goals.“

“Thomas, Matt and Adam are consummate professionals and great communicators as well. They have done a spectacular job managing our investments and match our risk-taking comfort level. If you are looking for a team to make high-risk investments in derivatives, emerging nation equities, etc. you may want to seek out another team.“

“For more than 15 years, Jessica's intelligence, integrity and talent for seeing the big picture and strategizing has helped ease my mind for my financial situation. She’s never intimidated by the complex issues that I encounter, and I’m impressed by the people and resources she’s able to tap in order to help manage my outlook. She has a real gift for working with people including navigating my emotions and hangups around money. I’m grateful to have someone I trust this much in my corner.“