Cady  North,  CFP<sup>&reg;</sup> - Financial Advisor

Cady North, CFP®

CEO

North Financial Advisors

704 J Street
San Diego, CA 92101
FINANCIAL ADVISOR'S WEBSITE
(929) 266-3757 CONNECT WITH Cady
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General

Cady North is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at North Financial Advisors in San Diego, CA and the surrounding communities.

Financial Advisor Overview

Fee-only financial planner working with clients in Washington, DC and San Diego, CA. Specializes in working with women and entrepreneurs. No asset minimums.

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Financial Advisor Experience

Cady North founded North Financial Advisors in 2015 after a career as an analyst in the financial services industry. North Financial specializes in helping women find personal financial freedom and become financially ready to start businesses. In her spare time, Cady provides free financial literacy talks to the public. Her work has been featured in Bloomberg, the Washington Post, and Forbes. She has an M.B.A. from Georgetown University and B.A. from the University of Texas at Austin.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Business Taxes, Investment Management, Corporate Finance, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Sudden Wealth, Women's Finances

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