North Financial Advisors LLC

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About

North Financial Advisors is a fee-only, fiduciary financial planning firm in University Heights, San Diego, founded by Cady North, MBA, CFP, who holds a Georgetown University MBA and a University of Texas at Austin bachelor's degree in political science. The firm operates from a 92116 mailing address on Park Blvd, where North's practice focuses on helping women and entrepreneurs build financial plans that balance competing goals — career changes, sabbaticals, home purchases, and long-term retirement targets — through fixed-fee engagements with no asset minimums and no product commissions. North's mortgage-refinancing guidance overlaps with the rate-lock analysis and loan structuring performed by Trevor Gravink - Mortgage Consultant in the same Normal Heights market, where home-purchase planning is one of the most common goals her clients bring to the first consultation. Before launching the independent practice, North spent more than a decade advising Fortune 500 executives at Bloomberg and Financial Executives International. The firm holds NAPFA membership, the industry's screening standard for fee-only advisors who accept no commissions or product-referral payments. Park Blvd connects the University Heights office directly south toward Balboa Park, placing it in the walkable commercial corridor shared by restaurants, coffee shops, and the creative businesses that define the neighborhood's small-business economy. North has published two books — The Resiliency Effect and The Art of the Sabbatical — both centered on aligning financial decisions with major life transitions. The women-owned practice identifies as LGBTQ+-safe and limits new-client intake to a few engagements per year, a capacity model that enables the deep-planning relationships required when structuring business-exit strategies for the Adams Avenue entrepreneurs whose real estate holdings are managed by firms including The GreenHouse Group. North serves clients in San Diego and Washington, D.C., along with virtual engagements nationwide.