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Roshani P
Series 63, Series 65
San Francisco, CA
True Root Financial
Roshani Pandey is the sole advisor at True Root Financial, an independent firm based in San Francisco. She holds Series 63 and Series 65 designations and has 19 years of industry experience, including three years at Bessemer Trust. Pandey serves as treasurer for the Global Nepali Professional Network, a nonprofit professional development organization. True Root Financial provides fee-based investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as charitable organizations and trusts. The firm customizes portfolio management using both discretionary and non-discretionary approaches and incorporates tax-optimized strategies, model marketplace access, and third-party sub-advisors.
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