Roshani Pandey in

Roshani Pandey

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Advisory Board Member at 10,000 Degrees
📍 San Francisco, California, United States

Roshani Pandey is the CEO and Financial Advisor at True Root Financial, specializing in comprehensive financial planning for tech executives. Drawing on her experience at Bessemer Trust and BlackRock, she helps clients navigate complex decisions around equity, investments, and taxes. She holds an MBA from Georgetown University.

Outside of her firm, Roshani is committed to advancing educational opportunities. She serves as an Advisory Board Member for 10, 000 Degrees, a non-profit organization that helps students from low-income backgrounds go to college and succeed, uplifting them and their communities.

She founded her firm with a mission to provide personalized, fiduciary advice, helping clients make smart, life-changing decisions with their money.

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Experience
21 Years
Current Role
Advisory Board Member
Job Level
Leadership
Location
San Francisco, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Roshani cares about

Tech Equity Planning
Her firm and public content focus heavily on helping tech executives manage equity compensation, IPOs, tax strategies like QSBS, and 83(b) elections.
Educational Equity
Serves on the advisory board for 10, 000 Degrees, a non-profit dedicated to helping students from low-income backgrounds achieve a college degree.
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Career

Work history

11-2022
Advisory Board Member
10,000 Degrees
10-2020
Financial advisor, CEO
True Root Financial
7-2016 - 6-2019
Senior Vice President, Client Advisor
Bessemer Trust
5-2013 - 5-2016
Vice President, Institutional Client Business
BlackRock
1-2012 - 3-2013
Investment Consultant
Cambridge Associates
In the press

Media appearances

Remarkable Financial Advisor Spotlight – Roshani Pandey. Featured in True Root Financial
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Roshani Pandey – True Root Financial Profile. Featured in FeeOnlyNetwork
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Education
Master of Business Administration - MBA
Georgetown University McDonough School of Business
Bachelor of Science
Brigham Young University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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