Trevor Scotto CPA, CFP®, CEPA



Sonoma State University
BS Business Administration & Accounting
Certified Financial Planner™
Certified Public Accountant
Certified Exit Planning Advisor


Advisors in Philanthropy: Bay Area Chapter
BNI Business By Referral, Lafayette


Trevor began his career with a strong foundation in tax and accounting. Soon after graduation, he earned his CPA license preparing tax returns for high-net worth families and small business owners. During this time, he also completed graduate courses in taxation from Golden Gate University in San Francisco. From there he further expanded his accounting expertise by joining the Finance team at Glassdoor, a startup tech firm later acquired for over $1B.

While he was able to gain a strong foundation in accounting, tax and business operations, Trevor left the tech industry to become an advisor to make a bigger impact directly. Trevor does this by managing the finances for a few select families and business owners in the Bay Area. He helps his clients simplify their lives by providing evidence-based investment strategies and goal based financial planning. Trevor believes in building long-term relationships based on trust and transparency. Trevor has positioned himself to be the go-to financial co-pilot for clients and their families. He emphasizes the importance of always having a family-oriented culture where clients feel at home.

Core Beliefs in Serving Clients

Listen first, talk second.

Keep things simple.

Finances can get very emotional. Our objectivity is paramount in helping our clients make prudent decisions.

Consistency is key for success.

When the client wins, we win.

Financial success is a marathon, not a sprint.

Contact Info


Phone: 415-717-4831

Primary Location: Walnut Creek