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.


Jamie Carey
President
Carey Wealth Management
United States, California, San Francisco
About Me
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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