Roshani Pandey

Questioner
DISC Type : c

Advisory Board Member at 10,000 Degrees

San Francisco, California, United States

Overview

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.

Personality Overview

Value Seeker

Systematic

Cautious & Analytical

It is quite likely of them to ask for pricing or other concessions.  They prefer to analyze every situation thoroughly.
 While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care 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.
Holistic Wealth Management
Provides comprehensive financial planning that integrates investment management, asset protection, and estate planning for high-net-worth families.

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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Inspiring Conversations with Roshani Pandey of True Root Financial. Featured in Voyage Utah

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Work History

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

Education

Master of Business Administration - MBA from Georgetown University McDonough School of Business
Bachelor of Science from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : 21 Location : San Francisco, California, United States Job Level : Leadership Designation : Advisory Board Member at 10,000 Degrees
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Insights For Selling To Roshani

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roshani is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Roshani

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Roshani move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Roshani take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Roshani

Personality Compatibility


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