Brian K. Stephens

Role: Fidmont Financial Group
Location: Concord, CA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Brian K. Stephens

Certified Public Accountant with 18+ years public accounting experience and 11 years…

Experience

Fidmont Financial Group
Present

Skills

Word
Accounts Receivable
Accounting
Research
Strategic Planning
Billing
Problem Solving
Business Planning
Team Building
Tax
Public Speaking
Financial Planning
Forecasting
Compliance
Customer Service
Powerpoint
General Ledger
Excel
Financial Accounting
Adobe Acrobat X Pro
Law Offices
Financial Analysis
Initiate Action
Bitcoins
Microsoft Office
Quickbooks
Internal Controls
Reconciliation
Business Strategy
Risk Evaluation
Accounts Payable
Financial Reporting
Cash Flow
Customer Relations
Analysis
Restaurants

Contact information

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Work email
•••••@fidmont.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Fidmont Financial Group

Financial Services · 6 employees · Founded 2025 · Walnut Creek, California, United States

Fidmont Financial Group is a financial advisory firm in Walnut Creek, California that’s built on trust, emotional intelligence, and long-term partnerships. We provide integrated financial, accounting, and estate planning services to support individuals and families through life’s most pivotal moments. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss 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.

fidmont.com

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