True Root Financial

True Root Financial provides investing & wealth planning services for entrepreneurs, physicians & high-earning professionals. Book a free consult:

[True Root Financial @TrueRootFP]

I built True Root Financial around three principles. These principles are the same ones I used advising families with generations of wealth.

Curious how they'd apply to your equity and your taxes? Let's talk.

Book a call. Link in the comments below.

[True Root Financial @TrueRootFP]

@Meta employees: building wealth with RSUs was the hard part.
Managing it without unnecessary taxes & concentration risk is the next challenge.
Most mistakes happen in the exit strategy, not the stock itself.
If you need a second opinion, book a call at https://t.co/Q3juuqasNk

[True Root Financial @TrueRootFP]

https://t.co/OxEb6QAaKr

[True Root Financial @TrueRootFP]

Most tech executives think it’s either hold or pay the tax bill. But there are strategies most advisors never even mention.

If you're sitting on concentrated stock, this video is worth watching. Book a 30 minute free discovery call. Link in the comments.

[True Root Financial @TrueRootFP]

He had a CPA. An advisor. A plan.

And still lost a huge chunk of his liquidity to taxes.

The problem wasn't the decision to sell. Watch to find out where it actually went wrong.

Book your strategy call at https://t.co/SsHqTYFQX3

#wealthstrategy #techexecutives #investsmart

[True Root Financial @TrueRootFP]

https://t.co/69eC0OTRYS

[True Root Financial @TrueRootFP]

SpaceX employees are about to face the most complex tax year of their lives.

If you work at SpaceX or just left and still hold equity, this is important for you.

Get the full breakdown here. It walks through the risks and what to do next. Article link in comments.

[True Root Financial @TrueRootFP]

https://t.co/fiG5DIbngg

[True Root Financial @TrueRootFP]

3 strategies high earners use to reduce taxes while unwinding concentrated stock positions.

If you want a strategy tailored to your situation, book a call with us. Link in the comments.

[True Root Financial @TrueRootFP]

https://t.co/fiG5DIbngg

[True Root Financial @TrueRootFP]

The risk tolerance questionnaire is not a financial plan.

It's a starting point. At $8M+, it shouldn't be the whole thing.

60-second breakdown in the video. If it resonates, link in the comments.

#financialplanning #techexecutives #wealthmanagement

[True Root Financial @TrueRootFP]

https://t.co/Ii4sWIWVln

[True Root Financial @TrueRootFP]

If you work at Oracle and are waiting for the stock to recover before acting, know this:
Waiting is a decision. And it has a cost.

I put together a short guide for Oracle employees navigating RSUs after a stock decline.

5 strategies. No generic advice. Link in comments.

[True Root Financial @TrueRootFP]

https://t.co/fiG5DIbngg

[True Root Financial @TrueRootFP]

Good news: the SALT deduction just got a lot bigger.

Bad news: at your income level, it may already be gone.

The fix is simpler than you think.

Link in comments to book a tax strategy session.

#techexecutivefinance #equitycompensation #taxplanning #isos #bayareawealth

[True Root Financial @TrueRootFP]

https://t.co/s5rzbHGNBE

[True Root Financial @TrueRootFP]

$8M in assets. A $500K expense. And an advisor who said the only option was to sell.

There was another way. Here is how it works.

Book a call with us for details. Link in the comments.

#techexecutives #equitycompensation #wealthmanagement #financialplanning #concentratedstock

[True Root Financial @TrueRootFP]

https://t.co/s5rzbHGNBE

[True Root Financial @TrueRootFP]

Your stock is down, you don't want to sell, and you don't want to lose more ground.

There's a third option that protects your downside, preserves your upside, and costs nothing out of pocket.

Book a call to see how it applies to your situation. Link in the comments.

[True Root Financial @TrueRootFP]

https://t.co/s5rzbHGNBE

[True Root Financial @TrueRootFP]

Your advisor is not always at the same level. Neither is the advice they give.

Most executives I talk to assume they're getting the full picture. They're not. They're getting Level 2 when their financial life demands Level 3.

Book a second-opinion review. Link in comments.