Al Otto

Al Otto, CEO at PlanScope360, is a Board Certified Fiduciary™ and Accredited Investment Fiduciary Analyst® with over 35 years of retirement industry experience. He holds certificates in Fiduciary Leadership from Wake Forest University's School of Professional Studies, a BSME from Virgina Tech and has served in key executive roles at various financial firms. Born in Palo Alto, CA, his father was an entrepreneur and mother an immigrant from Italy. Focused on serving others, his expertise is from a career in the trenches, conducting hundreds of fiduciary meetings, serving in critical fiduciary roles, authoring numerous articles and a book on investment fiduciary governance.