CoverProfile

Trevor Scotto

Partner and Co-Founder

Fiduciary Financial Group

United States, California, San Rafael

About Me

Trevor Scotto is a wealth manager and one of the Co-Founding Partners at Fiduciary Financial Group. He focuses on providing advanced wealth management solutions to executives and successful families here in the San Francisco Bay Area. Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken through litigation, probate and divorce and magnifying charitable giving. Trevor co-founded Fiduciary Financial Group in 2016 and serves successful individuals and families who have entrusted him with their assets, tax preparation, and financial well-being.
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Profile Information

Partner and Co-Founder

Fiduciary Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Rafael

California

United States

May 28, 2024

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