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Partner, CPA, CFP
Fiduciary Financial Group
I manage the finances for a group of successful families, retirees, and business owners in the San Francisco Bay Area & Silicon Valley.
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. He 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: - 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. - Stress test their current financial situation to identify weaknesses or areas of financial improvement. Earlier in his career, Trevor earned his CPA license preparing tax returns for high net worth individuals and their families along with business owners here in the local community. Later, he spent time with the Finance team at Glassdoor which was recently acquired for over $1 billion. His core beliefs in serving clients are: 1) Listen first, advise second. 2) Keep things simple. 3) Staying objective is paramount for prudent decision-making. 4) Staying consistent with an investment philosophy plan is key for success. 5) Financial success is a marathon, not a sprint. Visit www.ffgwealth.com to schedule a complimentary consultation.
Experience
10 years
Firm Size
small
Response Time
within-48-hours
Firm
Fiduciary Financial Group
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Profile last updated: 02/13/2026
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