Wesley Scoggin
Financial Advisor
Designations: CIMA®
530-823-2098
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.
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
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.
97% of Clients Stay With Us2
23,000+ Clients
Best in Class Advisors
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Best in Class Ethics
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30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
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