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-bein

Trevor Scotto
Partner and Co-Founder
Fiduciary Financial Group
United States, California, San Rafael
About Me
Profile Information
Partner and Co-Founder
Fiduciary Financial Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Rafael
California
United States
Aug 25, 2025
More profiles to browse
Shayne Cooper
Tax Partner
Tom Vogelheim
Partner
Richard Davey
Partner
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners