Cary Cates, Mba, Cfp®, Ea

Cary Cates, Mba, Cfp®, Ea Email and Phone Number

Adjunct Professor @ University of North Texas
Denton, TX, US
Cary Cates, Mba, Cfp®, Ea's Location
Denton, Texas, United States, United States
Cary Cates, Mba, Cfp®, Ea's Contact Details

Cary Cates, Mba, Cfp®, Ea work email

Cary Cates, Mba, Cfp®, Ea personal email

n/a

Cary Cates, Mba, Cfp®, Ea phone numbers

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.

Cary Cates, Mba, Cfp®, Ea's Current Company Details
University of North Texas

University Of North Texas

View
Adjunct Professor
Denton, TX, US
Website:
catesfp.com
Employees:
1
Cary Cates, Mba, Cfp®, Ea Work Experience Details
  • University Of North Texas
    Adjunct Professor
    University Of North Texas
    Denton, Tx, Us
    View
  • Cates Financial Planning, Llc
    Financial Planner & Managing Member
    Cates Financial Planning, Llc Jan 2018 - Present
    Denton, Tx
    I 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.
    View
  • Cates Tax Advisory
    Owner And Personal Tax Advisor
    Cates Tax Advisory Jun 2016 - Present
    Denton, Tx
  • University Of North Texas
    Adjunct Professor
    University Of North Texas Aug 2013 - Present
    FIREL - Finance, Insurance, Real Estate, and Law
    View
  • Grunden Financial Advisory, Inc.
    Financial Planning Specialist
    Grunden Financial Advisory, Inc. May 2013 - May 2016
    Denton, Tx
    I developed and monitored personalized, complex financial plans for clients. The plans provided a road map for how to reach their individual goals.
    View
  • Sagepoint Financial
    Financial Planner
    Sagepoint Financial Feb 2010 - May 2013
    Denton, Tx
    Independent registered representative and investment advisor representative.
    View
  • Walgreens
    Assistant Manager
    Walgreens Apr 2003 - May 2010
    Denton, Tx, And Wichita Falls, Tx
    View

Cary Cates, Mba, Cfp®, Ea Skills

Personal Financial Planning

Cary Cates, Mba, Cfp®, Ea Education Details

Frequently Asked Questions about Cary Cates, Mba, Cfp®, Ea

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 the current company?

Cary Cates, Mba, Cfp®, Ea's current role is Adjunct Professor.

What is Cary Cates, Mba, Cfp®, Ea's email address?

Cary Cates, Mba, Cfp®, Ea's email address is ca****@****unt.edu

What is Cary Cates, Mba, Cfp®, Ea's direct phone number?

Cary Cates, Mba, Cfp®, Ea's direct phone number is +194036*****

What schools did Cary Cates, Mba, Cfp®, Ea attend?

Cary Cates, Mba, Cfp®, Ea attended University Of North Texas, University Of North Texas.

What skills is Cary Cates, Mba, Cfp®, Ea known for?

Cary Cates, Mba, Cfp®, Ea has skills like Personal Financial Planning.

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