Wesley Scoggin
Financial Advisor
CIMA®
Wesley Scoggin is a Certified Investment Management Analyst® based in Allworth’s Roseville, California, office. With more than a decade of industry experience, he brings a thoughtful, research-driven approach to his work and is known for his genuine passion for investing and lifelong learning. Wesley is also part of a family deeply rooted in financial advising—his wife, Allison Scoggin, and father-in-law, Steve Eklund, are both Partner Advisors at Allworth. Whether working with individuals just starting out or those planning for retirement, Wesley is committed to helping clients from all walks of life feel informed, empowered, and confident in their financial journey. He earned his Bachelor of Science in Business Administration from California State University, Sacramento.
Outside the office, Wesley enjoys playing basketball and golfing. He and Allison live in Folsom, California, with their daughter and beloved goldendoodle, Sutter.
My approach begins with listening—really taking the time to understand each client’s goals, values, and current financial picture. From there, I create a personalized strategy that aligns with their needs, whether that involves planning for retirement, managing taxes, or building long-term wealth.
Throughout the process, I focus on creating clarity and offering education at every step. I want every client to feel informed and confident in the decisions we make together. That means open communication, consistent follow-up, and an experience that feels collaborative from day one.
Ultimately, I strive to make the complex feel manageable and to provide advice that’s not only sound, but tailored to what matters most to each client I work with. For me, success is about building lasting relationships grounded in trust and understanding.
I find a lot of fulfillment in helping people gain clarity and confidence in their financial lives. It’s incredibly rewarding to guide clients through meaningful decisions and see the difference thoughtful planning can make—not just in their finances, but in their overall sense of security and peace of mind.
Everyone’s journey is different. Guiding clients toward confidence every step of the way is at the heart of my work.
Latest Insights
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
Read more
From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
Read more
When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
Read more
