Fiduciary Financial Group, LLC

Christopher Moore is a financial advisor at Fiduciary Financial Group, LLC in Boise, ID, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at RW Investment Management LLC and Rathbone Warwick Investment Management. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individual clients, high-net-worth individuals, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan advisory services, and access to private placements, utilizing a blend of model portfolios and individualized accounts with a variety of investment vehicles and strategies.

Benjamin Fookes is a Series 65-credentialed advisor with Fiduciary Financial Group, LLC in Boise, ID, where he has worked since 2020. He has four years of industry experience and was a full-time student for ten years prior to joining the firm. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individual clients, high-net-worth individuals, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan advisory, and access to private placements, employing a range of investment strategies including ETFs, mutual funds, individual securities, and options.

Richard Davey is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Fiduciary Financial Group, LLC since 2016 and has prior experience as a sole proprietor and with Marin Wealth Advisors LLC. Outside of his advisory work, he is a partner in Marriage Money Bootcamp, an online personal finance course for couples. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individuals, high-net-worth clients, and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan advisory services, utilizing a range of investment strategies including ETFs, mutual funds, and options, supported by integrated tax planning and professional-services coordination.

Trevor Scotto is a CFP® with nine years of industry experience, currently serving at Fiduciary Financial Group, LLC. His background includes roles at East Bay CDFA, LLC, as a real estate agent, and at Munc & Cooper CPAs LLP. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individual clients, high-net-worth individuals, and retirement plans. The firm employs a range of investment strategies including model portfolios and individualized accounts with ETFs, mutual funds, closed-end funds, and individual securities, supplemented by options and derivatives where appropriate.

Gavin Gamboa is a financial advisor at Fiduciary Financial Group, LLC in Boise, ID, holding a Series 65 credential with five years of industry experience. His prior roles include positions at RW Investment Management, LLC and Perpetua Group, and he worked at Bodybuilding.com before entering the financial sector. Fiduciary Financial Group manages approximately $865 million for individual clients, high-net-worth individuals, and retirement plans, offering discretionary asset management, financial planning, ERISA plan advisory, and access to private placements. The firm utilizes a combination of model portfolios and individualized accounts with a diverse range of investment vehicles and incorporates fundamental, technical, and cyclical analysis as part of its approach.

Jacqueline Rowe is a financial advisor at Fiduciary Financial Group, LLC with 31 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 28 years. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individual clients, high-net-worth individuals, and retirement plans. The firm uses a combination of model portfolios and individualized accounts with diversified investment strategies, including ETFs, mutual funds, and options, and offers integrated tax planning supported by in-house CPAs and professional-services coordination.

Carson Inglin is a financial advisor at Fiduciary Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Deloitte Tax LLP. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individual clients, high-net-worth individuals, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan advisory, and access to private placements, utilizing a range of investment strategies including ETFs, mutual funds, derivatives, and sub-advisors.

Shayne Cooper is a financial advisor at Fiduciary Financial Group, LLC in San Rafael, CA, with six years of industry experience. He holds a Series 65 designation and is also a partner and tax manager at Cooper & Vogelheim LLP, where he focuses on tax compliance and consulting. His prior experience includes roles at Munc & Cooper CPA's LLP, Zeisler, Zeisler, Rawson & Johnson, LLP, and Dal Poggetto and Company, LLP. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individuals, high-net-worth clients, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan advisory, and access to private placements, utilizing a range of investment vehicles and strategies supported by integrated tax planning and professional-services coordination.