Allison Scoggin
Partner Advisor
Designations: CFP®
530-823-2098
A native of Northern California, and a graduate of nearby Granite Bay High School, CSUS (Political Science), and UC Davis, CERTIFIED FINANCIAL PLANNER™ professional Allison Scoggin is a partner-advisor in Allworth’s Roseville, California, office. The product of a family of financial professionals, her father and husband are both advisors with Allworth. Before embarking on a career in finance, Allison briefly worked in the California Legislature. “I quickly realized that the opportunity to help people reach their financial goals and improve their lives was much more in line with my personal sensibilities than a career in government,” she said. Allison lives in Folsom, California, with her daughter and her husband, Allworth advisor Wesley Scoggin.
A native of Northern California, and a graduate of nearby Granite Bay High School, CSUS (Political Science), and UC Davis, CERTIFIED FINANCIAL PLANNER™ professional Allison Scoggin is a partner-advisor in Allworth’s Roseville, California, office. The product of a family of financial professionals, her father and husband are both advisors with Allworth. Before embarking on a career in finance, Allison briefly worked in the California Legislature. “I quickly realized that the opportunity to help people reach their financial goals and improve their lives was much more in line with my personal sensibilities than a career in government,” she said. Allison lives in Folsom, California, with her daughter and her husband, Allworth advisor Wesley Scoggin.
“My favorite part of being an advisor is when the light goes on and a client realizes that their plan is working and that they are going to be able to have the kind of life they’d dreamed of having.”
- Allison Scoggin, Allworth Partner Advisor
More About Allison:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
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30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
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