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-bein

View more

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

Profile Photo
Shayne Cooper
Tax Partner
Profile Photo
Tom Vogelheim
Partner
Profile Photo
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