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(925) 406-4186

Our Team

Carey Wealth Management is focused on providing unbiased independent planning, advice and investment management. Our firm is focused on the needs of each individual client. We are always there to help guide and advise our clients so they keep financial healthy. Our investment management uses stocks, bonds, ETF's and institutional mutual funds. Our company was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. Four-year winner of the Five Star Wealth Manager Award winner seen in Diablo Magazine. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

 Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (925) 406-4186.

Jamie Carey

Jamie Carey, CFP®, CPA, MBA

President

(925) 406-4186

(925) 406-4902

jamie@careywealthmanagement.com

With over 20 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 non-practicing certified public account (CPA) license and he is a certified financial planner (CFP®). Jamie enjoys spending family time with his children, playing tennis and riding mountain bikes. Jamie also enjoys giving back to the community and raising money for cancer research. 

Gina Luengo

Gina Luengo

Vice President

(925) 406-4186

(925) 406-4902

gina@careywealthmanagement.com

Gina joined CWM in the summer of 2010, bringing with her over 20 years of experience in the financial services industry. Gina was responsible for all trading operations at Kensington Investment Group Inc. and also served as compliance liaison for the trading and research departments. In addition to her trading desk and compliance background, Gina is experienced in investors' services. Gina resides in Danville, CA with her husband and two daughters and enjoys cooking, skiing and traveling with her family.

Renata Carey

Renata Carey

Corporate Operations Manager

(925) 406-4186

(925) 406-4902

renata@careywealthmanagement.com

Renata joined the firm in June 2022. Renata has a degree in Business Administration and has worked many years in Banking and Corporate controller functions. She is handling corporate operations. In her free time, Renata enjoys gardening, a healthy diet and lifestyle, and helping others with the power of positive thinking.