John
Carey
CMFC™, CRPC™
Here to act in your best interests
About me
Since 1990, I’ve been a financial planner focused on steering my clients toward smart and effective ways to plan for a prosperous and fulfilling financial future. I have a passion for life-long learning and am an avid reader. I enjoy spending time with my family, playing golf and cheering on the Colorado Avalanche hockey team.
Certifications
Chartered Mutual Fund Counselor™
Chartered Retirement Planning Counselor™
Education
Studied, Finance - Regis University
Studied, Economics - American University
Visit one of our Locations
Austin I - Austin
1111 West 6th Street
Building B, Suite 310
Austin, TX 78703
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
