About
With decades of proven experience, Carey James leads James Financial in Arroyo Grande as President and Owner. A Chico State University graduate with a background in Communications and Journalism, Carey has spent more than 40 years delivering trusted financial guidance. His work extends beyond advising, as he helps manage Charitable Remainder Trusts and Donor Advised Funds to support 501(c)(3) organizations. Dedicated to client education, philanthropy, and family values, Carey continues to uphold the James Financial legacy as one of the region’s most respected advisors.
