About
Carey James is the President and Owner of James Financial, a family office based in Arroyo Grande. With over 40 years of experience as a financial advisor, Carey has built a reputation for excellence, consistently ranking among the top in his field and earning multiple industry awards. Financial advising runs in his family—his father was also an advisor, and today both his wife and daughter continue the tradition. Carey specializes in guiding families and individuals toward long-term financial security with a personalized, relationship-driven approach.
