Our guest for our very first episode is Roshani Pandey who is a high school classmate and a dear friend. Roshani is the founder of True Root Financial, an independent fiduciary investment advisor and wealth planner. Roshani has over 19 years of experience with Goldman Sachs, BlackRock, Cambridge Associates and Bessemer Trust.
Being a fee-only registered investment advisor, True Root Financial is legally and ethically bound to always keep the client's interest first. This means no commissions or product pushing and no conflict of interest to the extent possible.