Carey Moy

Carey is a co-partner and wealth advisor for nePara. Carey has over 30 years of experience in the financial services industry. He holds the FINRA Series 6, 7, 24, 63, and 65 registrations through LPL Financial along with his life and health insurance licenses. Carey also has his CPFA® (Certified Plan Fiduciary Advisor).

Carey earned his BBA degree in Finance from The University of Texas in San Antonio. Since that point, Mr. Moy has continued to build proficiency and continually expand upon his knowledge of the industry and management. Carey focuses on comprehensive financial planning to include:

• Retirement Planning
• Risk Management
• Education Planning
• Investment Planning
• Estate Planning
• Executive Compensation Strategies
• Corporate Retirement Plan Management

Carey also brings experience as an independent consultant advising employers on 401(k) plans. As a skilled retirement plan advisor, he serves as a critical coordinator between employers and their administration, recordkeeping, payroll, and financial service providers. Carey also provides ongoing education so employees can successfully leverage their 401(k) plans.

During his personal time, he enjoys spending time with his wife Lillie and his four daughters. As a family they enjoy spending time on their ranch and watching the girls sharpen their horseback riding skills.