Fiduciary Financial Group
Putting your interests first.

Copy of About

Meet the Team

 

Managing Member

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. With the desire to shift his career focus to investment advisory and financial planning services, he became a Financial Advisor with Waddell & Reed,working out of the San Mateo office. While working for a broker-dealer provided valuable exposure to a wide variety of investment and insurance products, Richard soon realized he wanted to work as an independent fee-based advisor. He spent 3 years at Marin Wealth Advisors building a practice from less than $5 million in assets to over ~$40 million with a strong focus on income-oriented investing using a covered call writing investment strategy. 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.

 

Education

University of San Diego
B.S., Accountancy, Summa cum Laude, 2009

Beta Gamma Sigma Business Honors Fraternity

Golden Gate University, Masters Tax Classes 2011-12

Activities & Affiliations

• American Cancer Society Gift & Estate Planning Council
• Marin Financial Planning Day Volunteer
• Sausalito Lions Club
• BNI First Advantage, San Rafael

Licenses & Certifications

• Certified Public Accountant, License #113499
• Certified Financial Planner®, License #208806
• CA Life & Health Insurance Licensed #0H77965

 

of counsel

Ron Buono CFP®

Ron formed his investment practice after decades of serving a large and loyal tax and bookkeeping client base in Sausalito, CA. He worked as an Enrolled Agent before the IRS. He brings this significant tax experience to the firm allowing us to provide tax-conscientiousness advice regarding client investments, proposed transactions, estate planning, etc. Given a shared core competency with Richard in accounting, tax, and investment management using individual securities, the two partnered initially for business succession purposes, and have since decided to further collaborate in the new venture of Fiduciary Financial Group. Ron & his family currently live in Marin County.

 

Education

San Jose State University - 1971

University of San Francisco - 1992

UC Berkeley - Taxation 1993

Golden Gate University Tax Classes - 1995

College of Financial Planning - 1997

Activities & Affiliations

• World-ranked IronMan Triathlete
• Member of the North Bay Society of Enrolled Agents

Licenses & Certifications

• Certified Financial Planner® #58801
• Enrolled Agent (Inactive)

 

PRIVATE WEALTH ADVISOR & OPERATIONS PARTNER

Trevor Scotto, CPA, CDFA®

Trevor is a Marin native and has built a strong network in the Marin community having worked at the largest tech startup, tax firm and insurance company in the county. Being entrepreneurial by nature, he left corporate accounting to follow his dream of building a successful local business that specializes in helping others with their money. Over the past several years, he has come to really love the operational side of running a business. He emphasizes the importance to always have a family oriented culture where clients feel warm and comfortable. He is motivated by making positive impacts in people’s financial lives on a daily basis. Trevor and his fiancé currently live in Lafayette with family currently living in Marin County.

 

Education

Sonoma State University
BS Business Administration & Accounting - 2009

 

Activities & Affiliations

• Mill Valley Rotary

Licenses & Certifications

• Certified Public Accountant, License #118465
• Certified Divorce Financial Analyst®
• CA Life & Health Insurance Licensed #0L23033
• California Real Estate License #01923054

Get in touch

We understand that finding the right financial advisor is a long term commitment. We feel the same way about taking on new clients. That’s why we offer free consultations to gain a better grasp of your ideal client/advisor relationship. If we feel we can fill that role, we will present our case for being your trusted financial partner. 

Book an appointment ▸