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Wesley Scoggin

Financial Advisor

Designations: CIMA®

  530-823-2098

  Roseville, CA

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.

Education and Certifications

Who I Best Work With

What Guides My Approach

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.”

- Wesley Scoggin, Allworth Financial Advisor

More About Wesley:

About Allworth

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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.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

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30 Years in Business

$22.5 billion AUM4

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