Financial Planning in Alamo, CA and Financial Planner in Alamo, CA

Who We Are:

Carey Consulting Wealth Management, Inc offers Retirement, Investment, Asset, and Financial Planning Services in Alamo, CA and surrounding areas. As a full service financial consultant, we offer our clients access to a wide assortment of quality, non-proprietary investment choices. If you have any questions or would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail at jamie@carey@lpl.com. We can help you make sense of today's investment climate. Jamie Carey, CFP®, CPA®. MBA is a registered representative with LPL Financial. CA Insurance Lic #0898802
Securities Financial Planning, and Advisory Services Offered through LPL Financial, Member FINRA/SIPC

What We Do: