How number-crunching millennials launched an RIA and where a 72 year-old RIA comes in

Fiduciary Financial Group exemplifies how millennials are reshaping wealth management through innovation and intergenerational collaboration. Founded in 2016, the firm combines tech-savvy strategies with fiduciary principles to serve executives and families in the San Francisco Bay Area.

Co-founder Trevor Scotto, CPA, CFP®, and CEPA, emphasizes a consultative approach, tailoring solutions around clients’ values rather than generic investment models.