

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.
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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