Profile
When co-founding Financial Fiduciary Group (FFG), Trevor Scotto’s ambitions were simple: to create a wealth management firm where personalized financial services and expert tax planning worked in harmony.
Clients are able to take advantage of FFG’s in-house tax planning capabilities, a unique combination of reliable CPA and CFP advice that truly sets the firm apart from its competitors.
“Clients know we act as true fiduciaries, remain independent, and integrate tax and investment decisions rather than treating them in silos,” Scotto says. “A key differentiator is that our clients’ wealth advisors and CPAs are on the same team and work hand-in-hand. We tailor our service model to each client’s needs and preferences, remain highly accessible, and consistently put the client first.”
The firm has now reached over $1 billion in AUM, an incredible feat powered by organic growth and client referrals. To achieve scalable growth, Scotto and his team have placed collaboration and internal talent development as a top priority.
“As we grow, it’s essential that service quality, accessibility, and consistency never suffer,” he explains. “We address this by investing continuously in our team, developing talent internally, sharing knowledge through regular collaborative meetings, and ensuring advisors, CPAs, and planning specialists work closely together.”
He also notes that personalized service, rather than pure growth, is FFG’s main target, attributing the organic growth seen by his firm as a by-product of their dedication to the unique client services FFG provides.
To continuously improve operations, Scotto carefully reviews client feedback, implementing suggestions when appropriate.
Providing high-value services to clients begins with crucial listening skills that have been embedded into FFG’s culture as a firm.
“We focus on deeply understanding what matters most to each client and approaching every situation with a solution-oriented mindset,” Scotto says. “Just as important is delivering an experience clients can’t find elsewhere, one that is thoughtful, proactive, and highly personal, with responsiveness and accessibility as core expectations rather than exceptions.”
Scotto’s drive to exceed client expectations is sourced from his understanding of the deep responsibility placed upon him as a trusted fiduciary.
"We approach our work with gratitude and a strong sense of responsibility. We feel fortunate to help individuals and families navigate important financial decisions, and we never take that trust lightly.”
He adds, “As a team, we are always looking for ways to improve, whether that’s enhancing the client experience, refining our strategies, or staying ahead of changes that impact our clients’ lives.”
1101 Fifth Ave, Suite 305, San Rafael, CA
415-578-6630
tscotto@ffgwealth.com
linkedin.com/in/trevor-scotto-cpa-cfp%C2%AE-5107962a
ffgwealth.com
Trevor Scotto
Partner Fiduciary Financial Group
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2008–2012
2012–2013
2013–2016
2016
2016–Present
Accountant at Firemans Fund Insurance Company
2008–2012
Tax Associate at Ghirardo CPA
2012–2013
Senior Accountant at Glassdoor
2013–2016
Financial planner at Marin Wealth Advisors. He conducted investment research, asset management, and financial planning for clients, and left the firm to co-found Fiduciary Financial Group.
2016
Partner and co-founder at Fiduciary Financial. He focuses on helping his clients build an amazing life of significance through bespoke wealth management solutions. He specializes in providing wealth management and tax mitigation solutions to successful retirees, families, and business owners in the San Francisco Bay Area. Together with his team, he helps affluent clients address their three biggest concerns: preserving and growing their wealth, mitigating taxes, and taking care of the people and causes they care about most.
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.
2025: Forbes Best-in-State Next Gen Advisor
2016–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
