San Rafael, CA Office

Trevor Scotto is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Fiduciary Financial Group, LLC, where he has worked since 2016 in various capacities. His prior experience includes roles at East Bay CDFA, LLC, and Munc & Cooper CPAs LLP, as well as work as a real estate agent and Certified Divorce Financial Analyst (CDFA). Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm utilizes a research-driven approach combining fundamental, technical, and cyclical analysis, employing ETFs, mutual funds, stocks, closed-end funds, and options strategies tailored to client objectives, while integrating ongoing financial planning and tax advisory.

Jacqueline Rowe is a financial advisor at Fiduciary Financial Group, LLC with 31 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 28 years. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individual clients, high-net-worth individuals, and retirement plans. The firm uses a combination of model portfolios and individualized accounts with diversified investment strategies, including ETFs, mutual funds, and options, and offers integrated tax planning supported by in-house CPAs and professional-services coordination.

Shayne Cooper is a financial advisor at Fiduciary Financial Group, LLC in San Rafael, CA, with six years of industry experience. He holds a Series 65 designation and is also a partner and tax manager at Cooper & Vogelheim LLP, where he focuses on tax compliance and consulting. His prior experience includes roles at Munc & Cooper CPA's LLP, Zeisler, Zeisler, Rawson & Johnson, LLP, and Dal Poggetto and Company, LLP. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individuals, high-net-worth clients, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan advisory, and access to private placements, utilizing a range of investment vehicles and strategies supported by integrated tax planning and professional-services coordination.

Thomas Vogelheim is a financial advisor with Fiduciary Financial Group, LLC, bringing 21 years of industry experience. He is also the sole shareholder of FFG Law, a law firm based in San Rafael, and a partner in Cooper & Vogelheim, LLP, a CPA firm. Vogelheim has a diverse professional background spanning law, accounting, and financial advisory services. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individuals, high-net-worth clients, and retirement plans. The firm uses a combination of model portfolios and individualized accounts, employing ETFs, mutual funds, and options strategies, with integrated tax planning and professional-services coordination supported by in-house legal and accounting expertise.