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
408-472-4384
teresa@scagliotti-associates.com

Office hours: 10:00 AM – 5:00 PM Monday - Thursday

408-399-9067

Teresa Scagliotti, CFP® Scagliotti & Associates 987 University Avenue, Suite 8 Los Gatos, CA 95032

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.

987 University Avenue, Suite 8, Los Gatos, CA 95032
Office hours: 10:00 AM – 5:00 PM Monday - Thursday