CoverProfile

Jamie Carey

President

Carey Wealth Management

United States, California, San Francisco

About Me

With over 30 years of experience in the financial services industry, Jamie has the skills and experience to help clients become financial healthy and maintain that financial health over their lifetimes. Jamie graduated with BS/BA from The Ohio State University. Jamie has an MBA from the University Of Dayton. Jamie holds a certified public account (CPA) license, and he is a certified financial planner (CFP®). Jamie enjoys family time, playingpickleball and riding mountain bikes. Jamie also enjoys giving back to the community and raising money for cancer research.

Profile Information

President

Carey Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Feb 24, 2025

Work Experience

Carey Wealth Management

President
Mar 2015 - Present
Email: jamie@careywealthmanagement.com

Carey Consulting Wealth Management, Inc.

President
Jan 2007 - Present
Email: jamie@careywealthmanagement.com

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