Carey & Hanna | Tax & Wealth Planners Employee Directory

Q: What is Carey & Hanna | Tax & Wealth Planners known for?

Carey & Hanna | Tax & Wealth Planners was founded in 1985. Carey & Hanna | Tax & Wealth Planners operates in the Financial Services industry.

Financial ServicesCalifornia, United States11-50 Employees

We strive to simplify all aspects of your financial life by offering comprehensive services under one roof in collaboration with our friends at Avantax Planning Partners℠. 

Our strategies are designed to maximize growth potential in the long run while ensuring your short-term financial needs are met. Every recommendation we make is based on your current circumstances and unique goals for the future. We always keep tax liabilities – and potential benefits – in mind. 

We’ll proactively bring you ideas and solutions that meet your needs. We’ll get back to you promptly, and if we don’t know the answer, we’ll find out. Our entire team is friendly, knowledgeable, and committed to your success. We will leverage our decades of experience, professional training, and broad, real-world advice for your advantage.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services are offered through Avantax Advisory Services℠ and Avantax Planning Partners℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners, CA#0G73148.

Please visit www.avantax.com/social_policy/ for more information.

Find Carey & Hanna | Tax & Wealth Planners employees' phone numbers or email addresses

Carey & Hanna | Tax & Wealth Planners Global Highlights

North America
17

United States Of America
17

Carey & Hanna | Tax & Wealth Planners's Leadership

C. S.
Operations Executive & Manager
Mobile Phone
Email
A. A.
Employee
Mobile Phone
Email
D. C.
Tax Advisor & Marketing Coordinator
Mobile Phone
Email
K. H.
Accounting Advisor
Mobile Phone
Email
L. D.
Cpa
Mobile Phone
Email
R. F.
Accountant
Mobile Phone
Email
T. H.
A/R Specialist
Mobile Phone
Email

Contact profiles from Carey & Hanna | Tax & Wealth Planners

Name

Title

Contact Info

Location

Last Update

C. S.
Operations Executive & Manager
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
A. A.
Employee
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
D. C.
Tax Advisor & Marketing Coordinator
Mobile Phone
Email
Oct 21, 2024
K. H.
Accounting Advisor
Mobile Phone
Email
Oct 21, 2024
L. D.
Cpa
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
R. F.
Accountant
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
T. H.
A/R Specialist
Mobile Phone
Email
UNITED STATES
Apr 23, 2025

Frequently Asked Questions

What is Carey & Hanna | Tax & Wealth Planners known for?

Carey & Hanna | Tax & Wealth Planners was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 1000 Town Center Drive, Suite 200; you can contact the main corporate office by phone at

+1-805-644-****

. Explore Carey & Hanna | Tax & Wealth Planners's company overview page for more information.

What is Carey & Hanna | Tax & Wealth Planners's most common email format?

Carey & Hanna | Tax & Wealth Planners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carey & Hanna | Tax & Wealth Planners email formats with LeadIQ.

How many employees does Carey & Hanna | Tax & Wealth Planners have currently?

Carey & Hanna | Tax & Wealth Planners has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Carey & Hanna | Tax & Wealth Planners's key employees and leadership?

As of December 2025, Carey & Hanna | Tax & Wealth Planners's key employees include:

Operations Executive & Manager: C. S.
Employee: A. A.
Tax Advisor & Marketing Coordinator: D. C.
Accounting Advisor: K. H.
Cpa: L. D.

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