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Team Category: Leadership

Ryan McDaniel

Ryan McDaniel - Director of Operations with leadership experience in systems management, cybersecurity, and organizational strategy within an accounting and advisory firm.

Jason Hooker, CPA

Jason Hooker, CPA - Managing Partner and Certified Public Accountant with extensive experience in accounting, tax preparation, and business advisory services.

Edward Caballero

Edward Caballero - Managing Partner with credentials including CFA®, CFP®, CAIA®, and AIF®, specializing in analytical planning, investment oversight, and client-focused advisory work.

Guiding people – not just projections – through the most pivotal chapters of life.

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1211 Newell Ave, Suite 230
Walnut Creek, CA 94596
M-Th: 9a-5p | Fri: 9a-4p
(925) 299-0121

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Check the background of your financial professional on FINRA’s BrokerCheck. LPL Financial Form CRS.

Professionals associated with Fidmont Financial Group may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Fidmont Tax and not affiliated with LPL Financial. Tax related services offered through Fidmont Tax DBA Fidmont Financial Group. Fidmont Tax is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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