Broker Check

1000 Town Center Drive
Suite 200
Oxnard, CA 93036

Clear solutions for complex financial lives.

(805) 644-0697

 

Davin J. Carey

Davin J. Carey

Managing Financial Advisor

(805) 644-0697
davin.carey@taxwealthplan.com

Davin Jacob Carey is a long-time resident of Ventura County, recently moving to the North Ranch area of Westlake Village with his fiancée, Lindsay Preisler, a kindergarten teacher in the Los Angeles area.

As a child, Davin acted in TV shows, movies, and national commercials. After retiring from the limelight, he decided to pursue his interest to trade stocks with some of his earnings, an act he has continued since age 10!

Davin attended Buena High School and excelled academically earning top marks in Honors and AP classes.  He is a graduate of San Diego State University with a degree in Real Estate Finance as a recognized member of the Dean's List and an invited member of two National Greek Honor Societies: Gamma Sigma Alpha and Order of Omega.

After his freshman year in college, Davin decided paying rent was a poor investment.  Utilizing his real estate knowledge and his new Real Estate Salesperson License, he bought his first investment property which he occupied as a student and rented to others. Eventually, as an active member of the international Jewish Fraternity, Alpha Epsilon Pi, Davin held nearly every Executive Board position available, ranging from Fundraising and Social Chairs to Treasurer and President.

At the culmination of Davin’s college career, his motivation lead him to build on his stock trading experience and obtain the required financial licenses to engage in the rapidly-expanding financial services business at Carey & Hanna. In a few short years, his work caused the exponential growth of financial planning and investing.  Now, as Lead Financial Advisor, Davin enjoys meeting, planning and heading research, business development and client relations for the investment clients. Davin also maintains several business relationships as a coach and mentor for other local businesses and strategic partnerships.

Davin has continued to grow his professional life and now holds a California Real Estate Broker License as well as various financial services licenses, insurance licensing and a mortgage loan officer.  He is a knowledgeable professional in his investment field and has received numerous awards which have contributed to the growing success of full client services provided by Carey & Hanna.  Now as the Financial Services Manager, he oversees a number of support staff.

For fun, Davin is the consummate “information hound” and entertaining “fun fact” guy.  He also is a recreational shooter, amateur road cyclist, scuba diver, avid traveler, film and TV aficionado, Scotch connoisseur and “parent” to Han Solo, Lindsay & Davin’s Poodle-Beddlington Terrier they rescued after Christmas 2013.