Cady A. North
NORTH FINANCIAL ADVISORS
SAN DIEGO, CA
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CRD#: 6573064
Professional summary
Cady Anne North, CFP®, who also goes by Cady North, Cady Anne Winkler, is a registered financial advisor currently at NORTH FINANCIAL ADVISORS located in San Diego, California.
Cady is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Cady has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Business Owners
Entrepreneurs
Hourly
Women's Financial Planning Issues
Biography
I’m the founder of North Financial — a boutique financial planning firm that specializes in helping women dream big and get their personal finances on track. A lot of my clients aren’t entrepreneurs yet, but they want to be, or at least know they don’t want to work the same desk job forever.
To give your business the best chance of success, your personal finances need to be in order. However, with your busy personal and professional life, you probably don’t have time to wade through mountains of news and information to figure out what to do about your budget, investing, or retirement planning. This is where I can help.
My mission is to provide financial planning tools to women who desire to be their best self — financially, professionally, and personally. I help women dream bigger in all these areas so they can live out their greater purpose.
I come from a family of small business owners and learned to balance a business checkbook at the age of 13. I definitely have the entrepreneurship bug in me, but it’s taken me a while to get here. I spent more than a decade advising high-level executives of Fortune 500 companies while working in the financial services industry for companies such as Bloomberg and Financial Executives International.
I’m a featured author and public speaker, and volunteer as a business coach in my spare time. I love learning and earned my MBA at Georgetown University while working full-time. I also have the CERTIFIED FINANCIAL PLANNER™ certification, the highest standard available to financial planners. I serve clients on the west coast through my San Diego office and on the east coast through my Washington, DC office. Most of my clients work with me virtually via video conference so they don't have to take time out of their day to come to my office.
Question & Answer
What are your service offerings?
Tax Planning
Insurance Planning
Retirement Planning
Employee and Employer Plan Ben...
Budgeting
Small Business Planning
Inheritance
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Cady North | Cady Anne Winkler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Cady Anne North's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
November 23, 2015 - Present
NORTH FINANCIAL ADVISORS
RIA
CRD#: 281795
SAN DIEGO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/7/2017)
IAR
District of Columbia(11/23/2015)
IAR
Virginia(1/28/2019)
Current Firm
NORTH FINANCIAL ADVISORS
NORTH FINANCIAL ADVISORS | NORTH FINANCIAL ADVISORS, LLC
CRD#: 281795 / SEC#:
California
Registered Investment Advisory firm - (9/7/2017 Approved)District of Columbia
Registered Investment Advisory firm - (11/23/2015 Approved)Virginia
Registered Investment Advisory firm - (1/28/2019 Approved)PREMIUM
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Contact information
Main Address
San Diego, CA
Mailing Address
Phone number
(929) 266-3757
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 117 |
| AUM (Assets Under Management) | $ 41,725,091 |
Red Flags
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