Erin Cary

Comprehensive Financial Advisor

Work with Erin

If you are a small business owner, Erin would love to meet you! You can contact her via email at erin.cary@northstarfinancial.com or by phone at 619.350.8906.

Erin is part of a team of other experienced, people-focused financial professionals in San Diego, and they are always hosting community and educational events for individuals and families in the surrounding area. To stay up to date on all Erin is doing, you can follow her on LinkedIn.

Through a dynamic mix of advocacy, education and sophisticated strategy, I provide a comprehensive financial road map so my clients gain clarity and confidence about their financial decisions.

 

Check the background of this investment professional on FINRA’s BrokerCheck.

Erin Cary

Comprehensive Financial Advisor

Work with Erin

If you are a small business owner, Erin would love to meet you! You can contact her via email at erin.cary@northstarfinancial.com or by phone at 619.350.8906.

Erin is part of a team of other experienced, people-focused financial professionals in San Diego, and they are always hosting community and educational events for individuals and families in the surrounding area. To stay up to date on all Erin is doing, you can follow her on LinkedIn.

About

My name is Erin Cary and I’m a Holistic Financial Advisor on a purpose-led mission to enlighten business owners with key insights to plan and invest for their vision of the future based on their values and goals.

I believe financial liberation comes through education, energetic alignment and engagement.

Through a dynamic mix of advocacy, education and sophisticated strategy, I provide a comprehensive financial road map so my clients gain clarity and confidence about their financial decisions. Both are necessary when creating short and long-term financial plans -services may include tax-efficient investment strategies, legacy planning, business financial planning solutions, risk mitigation and more.

I provide my clients with custom solutions to fit their lifestyle while working hand in hand with a team of experienced investment professionals, insurance specialists and senior advisors. Our intention is to take the work off your plate, do all the heavy lifting and create a strong financial foundation so you can do what you love.

You can live a life of financial prosperity through proactive, educated and intentional money decisions. The reality is, you can have fun while funding the life of your dreams. Let’s connect and discuss what would allow you to truly thrive in this lifetime.

Services

  • Business owner solutions
  • Comprehensive financial planning
  • Debt management
  • Investments
  • Tax-efficient investment strategies*
  • Wealth accumulation
  • Wealth management

Team

Erika Fahrmann
Erika Fahrmann

Practice Coordinator

Zachary MacDougall, CFP®, ChFC®
Zachary MacDougall, CFP®, ChFC®

Partner and Financial Advisor

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Max Miller
Max Miller

Disability Insurance Consultant

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Tanner Sandlin
Tanner Sandlin

Insurance Consultant

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Contact

Connect with Erin

    San Diego

    9370 Sky Park Court
    Suite 150
    San Diego, CA 92123

    Get directions

    Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

    Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

    Erin is a registered representative and investment advisor representative of Securian Financial Services, Inc. CA Insurance #4021491

    4755887/DOFU 6-2022