Cady North, Mba, Cfp®

Cady North, Mba, Cfp® Email and Phone Number

Author and Founder of North Financial Advisors LLC @ North Financial Advisors LLC
washington, district of columbia, united states
Cady North, Mba, Cfp®'s Location
San Diego, California, United States, United States
Cady North, Mba, Cfp®'s Contact Details

Cady North, Mba, Cfp® work email

Cady North, Mba, Cfp® phone numbers

About Cady North, Mba, Cfp®

Cady North is a CERTIFIED FINANCIAL PLANNER™ professional, author, and entrepreneur. Her parents were small business owners, and she learned to balance a business checkbook by the age of 13. She 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. In 2015, after a life-changing sabbatical, Cady took the leap to start a financial planning business, North Financial Advisors, helping women act on their biggest dreams and build resilience for the future. As an investment advisor, international public speaker and author, her work has been featured in Bustle, Business Insider, The Washington Post, and Forbes. Her book, "The Resiliency Effect" teaches us how to own our adversity to act on our biggest dreams. Her latest work, "The Art of the Sabbatical," is a money and mindset guidebook for taking a life-changing work break. She is also a Registered Life Planner® and has an MBA from Georgetown University and BA from The University of Texas at Austin.She enjoys providing personal finance workshops to the public. Reach out if your business or organization is interested in establishing a baseline of financial literacy for your employees or members.

Cady North, Mba, Cfp®'s Current Company Details
North Financial Advisors LLC

North Financial Advisors Llc

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Author and Founder of North Financial Advisors LLC
washington, district of columbia, united states
Employees:
1
Cady North, Mba, Cfp® Work Experience Details
  • North Financial Advisors Llc
    Founder And Ceo
    North Financial Advisors Llc Jul 2015 - Present
    Washington, Dc And San Diego, Ca
    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.
  • Businessadvising.Org
    Volunteer Business Coach
    Businessadvising.Org Oct 2015 - Feb 2017
    Washington D.C. Metro Area
    BusinessAdvising.org matches small business owners with volunteer business advisors who provide tailored, hands-on assistance to help small businesses grow and create economic opportunities across the nation. --Assists clients on a volunteer basis with budgeting, financial planning, public speaking coaching, and strategy, vision, and execution. --Provides one-on-one coaching that gets small business thinking about new growth and development opportunities in low-income areas.
  • Bloomberg Lp
    Senior Financial Analyst And Advisor
    Bloomberg Lp Nov 2010 - May 2015
    Washington D.C. Metro Area
    Bloomberg is a global information, technology and news organization. While there, Cady served as a senior expert on global financial policy. Her work is featured on the Bloomberg terminal, BGOV.com as well as various media platforms including television and radio. She also served regularly as a keynote speaker for industry conferences. In various roles at the firm, Cady developed tools for government policy makers and key industry stakeholders to better understand emerging regulatory and compliance issues in finance. She analyzed regulations and legislation and published extensive research exploring how industry is affected by government actions and rule making related to Dodd-Frank, Basel II, and other financial regulations. She advised a portfolio of high profile clients in the financial services industry, including large financial institutions from around the world and government oversight panels. She also devised pricing, sales, and marketing strategies for a variety of products.
  • Financial Executives International
    Senior Manager
    Financial Executives International Sep 2008 - Nov 2010
    Washington D.C. Metro Area
    Cady served as Senior Manager at Financial Executives International (FEI), a non-profit association in Washington, D.C. There, she managed policy analysis, education, and Congressional outreach on public policy issues related to tax, corporate finance and treasury. She advised chief financial officers and corporate treasurers from Fortune 500 companies on the potential impacts of legislation and regulation on their businesses. She also published industry reports and served as a public speaker.
  • Texas Department Of Transportation
    Congressional Liaison
    Texas Department Of Transportation Feb 2005 - Sep 2008
    Austin, Texas Area; Washington, D.C. Metro Area
  • Capital Consultants
    Analyst
    Capital Consultants Jul 2001 - May 2004
    Austin, Texas Area

Cady North, Mba, Cfp® Skills

Independent Financial Advice Financial Analysis Investments Retirement Planning Operations Management Business Strategy Federal Regulations Financial Regulation Public Speaking Research Policy Analysis Public Policy Government Affairs Writing Bloomberg Terminal

Cady North, Mba, Cfp® Education Details

Frequently Asked Questions about Cady North, Mba, Cfp®

What company does Cady North, Mba, Cfp® work for?

Cady North, Mba, Cfp® works for North Financial Advisors Llc

What is Cady North, Mba, Cfp®'s role at the current company?

Cady North, Mba, Cfp®'s current role is Author and Founder of North Financial Advisors LLC.

What is Cady North, Mba, Cfp®'s email address?

Cady North, Mba, Cfp®'s email address is ca****@****ail.com

What is Cady North, Mba, Cfp®'s direct phone number?

Cady North, Mba, Cfp®'s direct phone number is +192926*****

What schools did Cady North, Mba, Cfp® attend?

Cady North, Mba, Cfp® attended Georgetown University - The Mcdonough School Of Business, The University Of Texas At Austin.

What skills is Cady North, Mba, Cfp® known for?

Cady North, Mba, Cfp® has skills like Independent Financial Advice, Financial Analysis, Investments, Retirement Planning, Operations Management, Business Strategy, Federal Regulations, Financial Regulation, Public Speaking, Research, Policy Analysis, Public Policy.

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