Trevor Scotto is a CPA, CFP®, and Partner is ranked #53 on Forbes’ 2025 list of Top Next-Gen Wealth Advisors Best-in-State for Northern California. He specializes in serving successful families, tech professionals, physicians, nurse practitioners, and retirees across the Bay Area and Silicon Valley. Scotto co-founded the firm in 2016 and is known for integrating tax preparation and advanced planning with customized investment strategies tailored to each client’s values and goals.

Read the full profile here: Forbes.com.