Broker Check

Our Caring Team

Richard Bavetz

Investment Advisor

(805) 777-7799 ext. 204

(805) 351-3803

rick@yourcaringadvisor.com

Rick Bavetz is the senior investment advisor representative at Carington Financial. He originally came to Westlake Village in 1970, so obviously he is very well established in the community. Now with nearly 30 years’ of...

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Monica Walker

Founder & Chief Financial Officer

(805) 777-7799 ext. 203

(805) 351-3803

monica@yourcaringagent.com

As Carington’s founder, Monica has an approach to business that is fresh and unique to the Financial Services industry. She has created a philosophy at Carington which holds dear the idea of helping and caring for the people we...

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Jaime Weiss

Case Manager

(805) 777-7799 ext. 202

(805) 351-3803

jaime@yourcaringagent.com

Jaime has an extensive background in case management and is especially skilled in the area of 401(k) and 403(b) Rollovers. Licensed as an insurance agent, she is on her 10th year as Carington’s Lead Case Manager and has an...

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Carolyn Brown

Client Services Manager

(805) 777-7799 ext. 201

(805) 351-3803

carolyn@yourcaringadvisor.com

Carolyn has extensive experience as a Client Service Manager in the financial services sector, working for a small financial firm serving clients and processing all aspects of their financial accounts and is especially skilled in the...

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Matthew Spalding

Investment Advisor

(818) 497-4671

(805) 351-3803

matthew@yourcaringadvisor.com

Matthew is a native of Los Angeles, boasts over 18 years experience in the Investment, Insurance, and Employer Benefits sectors of the financial Industry, working with everything from individuals to businesses with 50,000 employees....

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