The Team


richard davey cpa, cfp®

Richard finished his CPA licensing requirements shortly after earning his accounting degree at University of San Diego. He developed a strong skill set in financial statement analysis at Grant Thornton LLP in San Francisco where he was quickly promoted to a Senior Financial Statement Auditor serving a variety of well-known Bay Area companies. As a San Rafael native, he decided to follow his dream and build a wealth management firm from the ground up with one core theme in place, don't just do "right" by the client but instead constantly strive to serve them better.  He married to his wife Cate in 2014 and has a baby daughter, Isla born in 2016. Richard & his family currently live in Marin County.


trevor scotto cpa, cfp®

Trevor has a passion helping others with money. He loves any opportunity to assist other couples looking to grow stronger through financial alignment. This same passion lead him to co-found Fiduciary Financial Group in 2016, a financial planning and investment management firm located in Northern California. As a CERTIFIED FINANCIAL PLANNER (CFP®) and private wealth advisor, Trevor helps many couples simplify their personal finances and implement cohesive strategies to reach their goals. Trevor was recently married in late 2017 and currently lives in Lafayette, CA with his wife Bridget. On the weekends you can find them walking the Lafayette Reservoir, Orangetheory, the movies, or spending time with family and friends.


victor torres

Victor enjoys creating the ultimate user experience. He works hard to create user friendly software with reliable and efficient processes. 

Victor brings his Finance and Software Engineering background to the team with extensive expereince. As a former software engineer at various successful start-ups, we leverage Vic’s knowledge of what tech professionals seek in a financial services firm to be an ideal partner for techies who need modern/high-touch financial advice.