Trevor Scotto CPA, CFP®inFFG WealthHow Not To Blow Your IPO WindfallWith Lyft now a publicly traded company and other companies — among them Airbnb, Slack, Palantir, Pinterest, Postmates, Robinhood, Uber…Apr 6, 2019Apr 6, 2019
Trevor Scotto CPA, CFP®inFFG Wealth8 Tricks To Avoid and/or Prevent Financial ScamsLook for skeletons in the closet: Before making any major financial commitment to a professional asking you for your hard-earned money…Aug 1, 2018Aug 1, 2018
Trevor Scotto CPA, CFP®inFFG WealthA New Scam To Have On Your RadarFinancial scams are at an all-time high. Please read below for a new scam we have recently come across.Aug 1, 2018Aug 1, 2018
Trevor Scotto CPA, CFP®A New Scam To Have On Your RadarFinancial scams are at an all-time high. Please read below for a new scam we have recently come across.Jul 31, 2018Jul 31, 2018
Trevor Scotto CPA, CFP®Having a Trust Committee — Is It Right For You?We recently attended a great estate planning seminar sponsored by the American Cancer Society. One of the presenters, a statewide renowned…Jul 31, 2018Jul 31, 2018
Trevor Scotto CPA, CFP®Looking for a Financial AdvisorSo, you’re finally making enough money to sock some away at the end of the month. You’re sick of earning nothing on your savings account so…Jul 31, 2018Jul 31, 2018