True Root Financial

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, who has 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 Roshani Pandey's professionalism, exceptional background, and honesty. Clients have reported receiving personalized attention and comprehensive assistance, with clear explanations of complex concepts. Roshani has helped clients gain better insights into finances, minimize taxes, and address estate planning and insurance needs. The team at True Root Financial is always responsive and genuinely invested in their clients' success. Overall, True Root Financial is highly recommended for anyone seeking professional financial guidance and tailored solutions.