Cady North, Founder | CEO

ABOUT ME

I started North Financial Advisors to bring effective and affordable financial planning tools to busy professionals. I don’t take commissions, don’t require asset minimums, and I have a fiduciary duty to all my clients.

I can bring you peace of mind by setting up a customized financial plan tailored to your dreams and desires, and help you stay on track. Together we’ll make sure you have financial freedom now as well as in the future.

EDUCATION

    • M.B.A., Georgetown University
    • B.A., The University of Texas at Austin
    • CERTIFIED FINANCIAL PLANNERâ„¢ professional

    PAST EXPERIENCE

    • Bloomberg LP, Senior Financial Analyst and Advisor
    • Financial Executives International, Senior Manager
    • State of Texas, Advisor
    • Capital Consultants, Legislative Assistant

Contact Cady

 

 

EXPERTISE

Goal Setting and Planning For Life Changes
Asset Allocation and Retirement Planning
Insurance, Estate and Tax Planning

Strategic Business Management
Public Speaking, Media, and Writing
Entrepreneurship and Lean Startup Methodologies