Jamie C. Carey,  CFP<sup>&reg;</sup> - Financial Advisor

Jamie C. Carey, CFP®

President

Carey Wealth Management

2819 Canyon Road, Ste 101
San Ramon, CA 94583
FINANCIAL ADVISOR'S WEBSITE
(925) 406-4186 CONNECT WITH Jamie
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General

Jamie Carey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carey Wealth Management in San Ramon, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

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Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Life Planning, Retirement, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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