Trevor Scotto CPA CFP CEPA
About
Trevor Scotto CPA CFP CEPA is from San Francisco Bay Area. Trevor is currently Partner and Co-Founder at Fiduciary Financial Group, located in San Rafael, California, United States. In Trevor's previous role as a Accountant at Firemans Fund Insurance Company, Trevor worked in until Jan 2012.
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Trevor Scotto CPA CFP CEPA's current jobs
Trevor Scotto is a wealth manager and Partner at Fiduciary Financial Group. He focuses on helping his clients build an amazing life of significance through bespoke wealth management solutions. He specializes in providing wealth management & tax mitigation solutions to successful retirees, families and business owners here in the San Francisco Bay Area. Together with his team, he helps affluent clients address their three biggest concerns: preserving & growing their wealth, mitigating taxes, and taking care of the people and causes they care about most. Trevor uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments. Successful individuals and families work with Trevor to: - Maximize their financial efforts. - Develop and implement a comprehensive wealth management plan to help them reach their financial dreams. - Make smarter decisions in today’s uncertain political, economic and social environment. - Obtain an independent second opinion from a top financial advisor in their community.