Verified recordFinancial Services

Tom Hanna

Owner Manager at Carey & Hanna Tax & Wealth Planners

Based in Ventura, United States

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Seniority

Manager

Department

General Business & Management

Location

Ventura

Industry

Financial Services

Company size

11

Contact information

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Email

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t•••••••@taxwealthplan.com

Phone

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Background

About Tom Hanna

Thomas Hanna (Tom) began his accounting career in 1986, after earning a Bachelor of Science degree from the University of California Northridge. Four years later, he became a Certified Public Accountant. Then, during 1991, Tom joined forces with Bob Carey, and the legendary accounting practice of Carey & Hanna CPAs was born. In addition to his CPA, Tom is a licensed California Life and Health insurance agent, a registered representative*, a licensed mortgage broker, and a real estate agent. His experience in such fields allows him to specialize in Homeowner Association financial services, business consulting, office automation, and IRS representation. Specific industries served include manufacturing, medical, construction, retail, and not-for-profit organizations. Despite working long hours (especially during tax season!), Tom’s first and foremost passion is with his family. He and his wife, Shelley, have three college-age daughters and one Black Lab, Layla. When asked about being the only male in the house, Tom jokingly replies, “It makes me a better Man!” In addition to spending time with his family, Tom enjoys scuba diving at the local Channel Islands National Park. He also enjoys the delicious local fish and lobster caught while diving! Tom’s other hobbies include golf, racquetball, snow-skiing, and cycling.Securities services offered through HD Vest Investment Services(SM)(HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM)(HDVAS). HDVIS does not provide tax or legal advice. Please visit for more information.

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