OUR SERVICES
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About Scagliotti & Associates
Scagliotti & Associates is a fee based, comprehensive financial planning firm offering financial planning services to individuals of all ages, couples, families and small business owners.
There is no minimum investment required.
Talk to us
Teresa Scagliotti, CFP®Scagliotti & Associates 408-472-4384teresa@scagliotti-associates.com
Our Services
Scagliotti & Associates believes that everyone can benefit from financial planning whether it be a comprehensive review, a one-time project to address a specific need or just a check in to ensure that you are on track to reach your financial goals. Our goal is to ensure that clients understand the consequences of their financial decisions before they occur.
Our role as your financial planner is to gather information and translate it into a financial road map in everyday language that is tailored to your personal goals.