Wesley Scoggin
Financial Advisor
CIMA®
With over a decade of financial sector experience, Certified Investment Management Analyst® Welsey Scoggin is an advisor in Allworth’s Roseville, California, office. An avid researcher, and a student of all things related to investing and finance, Wesley is married to Allworth partner-advisor, Allison Scoggin, and is the son-in-law of Allworth partner-advisor Steve Eklund. The holder of a Bachelor of Science degree in Business Administration from California State University, Sacramento, when asked about his advisory philosophy, he said, “What I enjoy most is helping clients from all walks of life feel confident about their financial journey.” An avid hiker and golfer, Wesley lives with his wife, Allison, and their daughter, in Folsom, California.
I am blessed to work with family and in a career where I get to help clients reach their financial and retirement goals. I don’t think it can get much too better than that.
Latest Insights
When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions
No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …
Read more
‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth
Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …
Read more
8 Wealth Preservation Strategies for High-Net-Worth Investors
In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …
Read more
