Carey & Hanna Tax & Wealth Planners began as a CPA firm in Ventura, California in 1985. Founded by Bob Carey and his father and fellow CPA, John, the firm has evolved over the years to meet clients’ broad – and often complex – financial needs.
In the early 1990s, Tom Hanna joined the firm as a partner, creating the ‘Carey & Hanna’ brand as we know it today. In 2003, Bob and Tom obtained their licenses to provide financial planning advice and investment management services, and when Bob’s son, Davin, joined the firm in 2007, he became the third-generation Carey to enter the family business. In 2020, Davin was tapped by national broker dealer, Avantax Wealth ManagementSM to help expand a new RIA model – called Avantax Planning PartnersSM – across Southern California. Davin and his team continue to serve our planning and investment clients through their affiliation with APP.
Over the years, Carey & Hanna has been recognized for its impressive growth and excellence in client service and advice. In 2013, Davin Carey was named to the Premier Advisor Forum – a group recognizing the 15 top-performing advisors affiliated with Avantax – and to the President’s Advisor Council in 2016. Carey & Hanna has received the Reader’s Choice Award from local media outlets, including the Ventura County Star, and has been tapped for expertise in a number of industry publications.
Source: Ventura County Star. Voted Financial Planning Favorite (May 2018). This award is based upon public voting through Ventura County Star. As such, the award is not representative of the Financial Advisors future performance. Neither Davin Carey nor Avantax Investment ServicesSM nor Avantax Advisory ServicesSM paid a fee to Ventura County Star in exchange for the rating.