Broker Check

1000 Town Center Drive
Suite 200
Oxnard, CA 93036

Clear solutions for complex financial lives.

(805) 644-0697

 
Bob Carey

Robert W. Carey, (Bob) has been involved in financial, insurance, real estate and the investment industries since 1985 when he co-founded Carey Accountancy Corporation. In 1991, Tom Hanna, CPA arrived and the firm of Carey & Hanna, CPA’s was formed.

Bob graduated from Lewis & Clark State College in Lewiston, Idaho with a Bachelor’s Degree in Management Technology. He is a Certified Public Accountant; a California licensed Life and Health Resident Insurance Provider, and a Registered Representative* and Advisor.

Bob’s life experience includes working for a large public utility company, teaching for the University of California at Santa Barbara and 10 years as a full-time Deputy Sheriff for Los Angeles County and Kootenai County Idaho. Currently, he enjoys real estate tax and financing, estate planning, and financial advice for business owners, professionals, and high-income individuals.

 Bob’s philosophy is simple and direct, “Position my client for opportunities” by identifying their wealth-management needs. By providing attentive, personal service, Bob has built a satisfied base of loyal clients upon his reputation of service and expertise. Bob continues to excel by improving his technical knowledge through continuing education and licensing on an on-going basis.

Through the years, Bob has lectured for business organizations and is a court-acknowledged expert in Ventura County and the State of New York. His approach has always been, “teach his clients as much as they want to know.” Also, since 1979 he has been a California licensed real estate salesperson and a landlord for his own properties. His broad experience is welcomed by many.

Bob resides in Camarillo with his wife, Kathy. Bob enjoys playing golf but his life-long passion has been as a pilot of his own airplane. His flying experience includes both single and multi-engine aircraft and a “Self-Fly Safari” of Africa’s inner country in 2007. During 2013, the engine quit and he glided to an uneventful landing! He has also done sky-diving – go figure!