LEARN MORE ABOUT Caleb Barnett

Guiding clients through the complexities of financial planning and assisting them in setting meaningful goals is what brings Caleb the utmost satisfaction. His unique ability to simplify intricate concepts empowers clients to make informed, confident decisions about both their present and future.

Caleb began his journey in the financial sector at Fidelity Investments, where he worked as an investment solutions representative. Using active listening skills and extensive knowledge — he has passed his Series 7, 63 and 66 securities exams — Caleb loves to serve and is adept at discerning the needs of clients and providing them with tailored and comprehensive strategies.

Before entering the financial services industry, Caleb earned his bachelor’s degree in professional music from Berklee College of Music. Along with a love for weightlifting that he discovered during COVID, music remains one of Caleb’s great passions outside the office. He now finds music even more enjoyable because it has evolved into a paid weekend hobby.

A resident of Fort Worth, Texas, for most of his life, Caleb married his wife, Sydney, in November 2022. They have a beautiful daughter, Evelyn, and the “sweetest dog ever” in Koda, a Golden Retriever-German Shepherd mix.