David Carey

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

David Carey is a financial consultant based in San Francisco, California, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with tailored investment and insurance strategies through a comprehensive planning process. David focuses on serving high net worth individuals, families, corporate executives, and businesses, ensuring a deep understanding of their specific financial situations and risk tolerances. His approach emphasizes both asset growth and protection, leveraging Oppenheimer's resources to address complex financial issues.

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