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


The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

Read more
How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

Read more
Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

Read more