Roshani Pandey
I help tech leaders turn equity comp into lasting wealth | Fee-Only | Fiduciary
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
I help tech leaders turn equity comp into lasting wealth | Fee-Only | Fiduciary
Areas of Focus
- Budgeting
- Business Owners
- Cash Flow
- Education Funding
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Inherited Wealth
- Insurance
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Taxes
About Roshani Pandey
Hi, I'm Roshani Pandey, founder and wealth advisor at True Root Financial.I started working on Wall Street 16 years ago, and as an investment advisor and financial consultant, I have advised ultra-high-net-worth individuals and institutions worth billions of dollars, like university endowments, foundations, and retirement plans. I have worked with global firms like Goldman Sachs and BlackRock, as well as with niche and boutique players.
I created True Root Financial to provide tailored advice on all aspects of your life concerning money—from investments to tax planning to insurance to cashflows to savings to employee benefits. I hold a Bachelor of Science degree in Information Systems from Brigham Young University and an MBA from the McDonough School of Business at Georgetown University.
I was fortunate to have been born in Nepal, where I also grew up and left to come to the US for college many years ago. I am an avid traveler and reader of both fiction and non-fiction. To me, travel does not only mean traveling to new places but could also mean a new experience, a new idea or a new worldview.
Affiliations
- Fee Only Network
- XY Planning Network
Primary Location
3445 Scott St, San Francisco, CA 94123
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About True Root Financial
At True Root Financial, we provide financial planning & investment management by helping you optimize your equity compensation, invest wisely, and cut taxes.Why Tech Professionals Come to True Root Financial:
Company Exit: Your company had a successful exit and you need the clarity around your money, taxes and risks so that you can plan for your future
Financial independence: You want to achieve financial independence so that you can retire early or continue in a career you love
Maximize stock benefits: You want to make the most of your stock compensation such as ESPP, RSU and stock options so that you can grow your net worth to live the life you want
Our Services
▪️ Comprehensive financial + investment planning
Thinking of your financial future should leave you optimistic and confident. That’s why we start with a clear picture of where things stand today, and then work to create a path toward your vision of the future. We will provide ongoing guidance and fine-tune our plan as your life changes.
▪️ Investment Management
We will help you articulate your life goals and build an investment portfolio to achieve those goals. The portfolio will be customized to your preferences. We will hold your hand every step of the way.
Why Clients Choose True Root Financial?
✔️ We are your fiduciary
Believe it or not, many financial advisors are not legally required to put your interest first. They go by a lesser standard where their recommendation just has to be suitable enough for you. This means that they can sell you a higher-cost product even when there is a comparable lower-cost product available. As a fiduciary, we will always put your best interest first and recommend what’s best for you.
✔️ No hidden fees
Many advisors may share a lower upfront fee but will charge you commissions on the back-end, which you may never see. They may also put you in high-fee funds where the fee is taken directly out of the fund. So, you will never see it. Our compensation is only what you pay us directly. We are fully transparent. No commissions and no hidden fees.
✔️ Modern firm with deep-rooted values
Although we’re a modern firm catering to the new generation, our work is rooted in evidence-based, time-tested methods and processes.
✔️ Our comprehensive approach is designed to grow your bottom line
Unless you have lots of assets, most firms will only provide you investment management services, leaving it up to you to make critical decisions on taxes, benefits, savings, risks, etc. With us, you have a guide to help you on all aspects of your life related to money.
✔️ Customized for You
Your financial plan will be one of a kind. Solutions are tailored to your personal values and goals. Environmentally and socially responsible investments are also available.
Education
Georgetown University, McDonough School of Business, Master of Business Administration - MBA | Brigham Young University, Bachelor of Science, Management Information Systems
Hobbies and Interests
- Family
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Investors
- Physicians
- Technology Professionals
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
