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Cary Cates, Mba, Cfp®, Ea Email & Phone Number
Adjunct Professor
at
University of North Texas
1 work email found
@catesfp.com
2 phones found area 940
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Adjunct Professor
Location
Denton, Texas, United States
Company size
Who is Cary Cates, Mba, Cfp®, Ea? Overview
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Quick answer
Cary Cates, Mba, Cfp®, Ea is listed as Adjunct Professor at University of North Texas, a with 1 employees, based in Denton, Texas, United States. AeroLeads shows a work email signal at catesfp.com, phone signal with area code 940, and a matched LinkedIn profile for Cary Cates, Mba, Cfp®, Ea.
Cary Cates, Mba, Cfp®, Ea previously worked as Financial Planner & Managing Member at Cates Financial Planning, Llc and Owner and Personal Tax Advisor at Cates Tax Advisory. Cary Cates, Mba, Cfp®, Ea holds Master Of Business Administration (M.B.A.), Strategic Management from University Of North Texas.
Company email context
Email format at University of North Texas
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{first}@catesfp.com
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AeroLeads found 1 current-domain work email signal for Cary Cates, Mba, Cfp®, Ea. Compare company email patterns before reaching out.
Profile bio
About Cary Cates, Mba, Cfp®, Ea
I provide tax planning to help individuals, sole proprietors, and small businesses navigate the confusing maze of of the Federal income tax system. My goal is keep as much money as possible in my clients' pockets by providing proactive guidance. At the University of North Texas, my alma mater, I share my knowledge and experience with the next generation of college graduates by teaching for the FIREL (Finance, Insurance, Real Estate, and Law) department.
Listed skills include Personal Financial Planning.
Current workplace
Cary Cates, Mba, Cfp®, Ea's current company
Company context helps verify the profile and gives searchers a useful next step.
University Of North Texas
7 roles
Cary Cates, Mba, Cfp®, Ea work experience
A career timeline built from the work history available for this profile.
Financial Planner & Managing Member
CurrentI am the managing member of a small boutique financial planning firm. We are strictly fee-only, so whether a client has a lot of investment assets, is starting a business, or is struggling with student loan debt, we strive to provide the highest quality, unbiased professional advice available.
Jan 2018 - Present
Owner And Personal Tax Advisor
Current
Cates Tax Advisory
Jun 2016 - Present
Adjunct Professor
CurrentFIREL - Finance, Insurance, Real Estate, and Law
Aug 2013 - Present
Financial Planning Specialist
I developed and monitored personalized, complex financial plans for clients. The plans provided a road map for how to reach their individual goals.
May 2013 - May 2016
Financial Planner
Independent registered representative and investment advisor representative.
Feb 2010 - May 2013
Assistant Manager
Apr 2003 - May 2010
2 education records
Cary Cates, Mba, Cfp®, Ea education
Master Of Business Administration (M.B.A.), Strategic Management
Bachelor Of Business Administration (B.B.A.), Financial Planning And Services, 3.9 Gpa
FAQ
Frequently asked questions about Cary Cates, Mba, Cfp®, Ea
Quick answers generated from the profile data available on this page.
What company does Cary Cates, Mba, Cfp®, Ea work for?
Cary Cates, Mba, Cfp®, Ea works for University of North Texas.
What is Cary Cates, Mba, Cfp®, Ea's role at University of North Texas?
Cary Cates, Mba, Cfp®, Ea is listed as Adjunct Professor at University of North Texas.
What is Cary Cates, Mba, Cfp®, Ea's email address?
AeroLeads has found 1 work email signal at @catesfp.com for Cary Cates, Mba, Cfp®, Ea at University of North Texas.
What is Cary Cates, Mba, Cfp®, Ea's phone number?
AeroLeads has found 2 phone signal(s) with area code 940 for Cary Cates, Mba, Cfp®, Ea at University of North Texas.
Where is Cary Cates, Mba, Cfp®, Ea based?
Cary Cates, Mba, Cfp®, Ea is based in Denton, Texas, United States while working with University of North Texas.
What companies has Cary Cates, Mba, Cfp®, Ea worked for?
Cary Cates, Mba, Cfp®, Ea has worked for University Of North Texas, Cates Financial Planning, Llc, Cates Tax Advisory, Grunden Financial Advisory, Inc., and Sagepoint Financial.
How can I contact Cary Cates, Mba, Cfp®, Ea?
You can use AeroLeads to view verified contact signals for Cary Cates, Mba, Cfp®, Ea at University of North Texas, including work email, phone, and LinkedIn data when available.
What schools did Cary Cates, Mba, Cfp®, Ea attend?
Cary Cates, Mba, Cfp®, Ea holds Master Of Business Administration (M.B.A.), Strategic Management from University Of North Texas.
What skills is Cary Cates, Mba, Cfp®, Ea known for?
Cary Cates, Mba, Cfp®, Ea is listed with skills including Personal Financial Planning.
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