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Cady North, MBA, CFP®

We help women dream big and navigate their financial freedom.

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North Financial Advisors Cady North, MBA, CFP® San Diego, California

We help women dream big and navigate their financial freedom.

Areas of Focus

  • Career
  • Financial Life Planning
  • Investment Management
  • Money Psychology
  • Owning a Business

About Me

My parents were small business owners, and I learned to balance a business checkbook by the age of 13. I spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. I then took the leap to start my own business helping women and entrepreneurs plan for their futures. With offices in both Washington D.C. and San Diego, I am available to meet with you if you live in either region. I also work via virtual screen sharing and video conference so we can work together no matter where you live. My book, The Resiliency Effect includes actionable advice and exercises, as well as chapters dedicated to realizing common dreams such as how to change careers, take a sabbatical, or start a business.

Professional Designations

  • Certified Financial Planner (CFP)
  • Registered Life Planner (RLP)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • XY Planning Network

Location

704 J Street, San Diego, CA 92101, USA

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

I only bring on a few new clients every year. I do my best work with people who are ready to embrace all their possibilities and options and build resilience for the future. Does that sound like you? Let’s chat more in a free 30-minute session. During this session, we will talk specifically about what we can do to help you build resilience and wealth for the future. Use the 'Book Intro Call' button above to review my services and fees so you have a better idea of what to expect, then schedule a time for us to chat and fill out a short profile to make our phone discussion as productive as possible. I look forward to talking soon!

Offers Investment Management

Yes

About our Firm

North Financial Advisors is a boutique, fee-only financial planning firm that specializes in helping women and entrepreneurs dream big and find more financial freedom in their lives. We are fiduciaries, which means we're about helping you find solutions that work for you, not about selling you things.

If you’re like many of our clients, you probably have several competing financial goals and priorities. Maybe you want to start a business one day, but you’d also like to spend some time traveling. We'll work with you to further define and rank your goals and create a plan to get there. We will encourage you every step of the way to DREAM BIG while helping you navigate your finances as life changes.

We have offices in San Diego, CA and Washington, DC, and because we utilize virtual technology, we work with people across the country.

Education

University of Texas at Austin, Bachelor's Degree, Political Science and Government | Georgetown University - The McDonough School of Business , MBA

Volunteer Experience

One of the reasons I love working for myself is I can plan my own schedule and give back time to causes I appreciate. Financial literacy is one of those causes for me and I like to get involved by providing financial planning workshops to local organizations and volunteering with Savvy Ladies.

Badges

Languages

  • English

Who We Serve

  • Business Owners
  • Gen Y / Millennials
  • Single Women
  • Women in Transition
  • Women Professionals
  • Women’s Finance