About 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.
Finding a financial advisor who not only understands the markets but genuinely cares about your personal journey is rare. I am incredibly fortunate to work with Roshani. She specializes in the tech sector, which is crucial for my portfolio, and her expertise has been invaluable in navigating its unique opportunities and volatility.
What truly sets her apart is her commitment to clarity and accessibility. She is always available for a quick call to answer questions, and she ensures I have a full, crystal-clear understanding of every investment we make. I never feel lost or pressured; I feel educated and confident.
Furthermore, her strategic planning is exceptional....read full review
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 !
Roshani and the team are outstanding. Their blend of personalized service and financial expertise gave me confidence in my financial planning. They simplify complex concepts and tailor solutions to fit individual needs. The team is always responsive, professional, and genuinely committed to their clients' success. I’m incredibly pleased with their service and highly recommend them to anyone looking for expert financial guidance.