Carey & Hanna | Tax & Wealth Planners Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Carey & Hanna | Tax & Wealth Planners operates in the financial services sector, offering comprehensive, integrated planning aimed at simplifying clients’ financial lives. The firm emphasizes long-term growth alongside meeting immediate financial needs, with a focus on tax considerations and potential benefits in every recommendation. Services are delivered through collaboration with Avantax Planning Partners, and the team emphasizes proactive idea generation, prompt responsiveness, and practical, real-world guidance drawn from extensive experience.
Based in Oxnard, California, the firm serves individuals seeking coordinated strategies across taxes, wealth, and related planning needs, leveraging partnerships with major carriers in the insurance and investment spaces. The company positions itself as a client-centric advisor that combines fiduciary-like planning with access to a broad network of financial partners, and it operates within a multi-firm ecosystem that includes securities, investment advisory, and insurance services. A recent collaboration and educational event history indicates ongoing engagement with established industry partners to support advisor education and client offerings.

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