Today we’d like to introduce you to Erin Cary.
Alright, so thank you so much for sharing your story and insight with our readers. To kick things off, can you tell us a bit about how you got started?
In a past life B.F. (before finance), I worked as an Engineer and was making loads of money yet had no applicable knowledge of what to do with it. Spending money was easy. However, I also knew there was an opportunity to make smart decisions to grow my money, but I had little idea about where to start. I felt overwhelmed and uncertain about where I was headed. It was an easy decision for me to hire a Financial Advisor. She taught me the basics: how to get organized, build a foundation, grow, and how to make smart choices that are beneficial right now and decades into the future. I was inspired, I felt confident in my decisions, and I felt empowered moving forward. My intuition told me to pursue finance and bring this feeling of empowerment to others, so I did.
I find the psychological component of money very intriguing. For example, when I had a lot of money, I still felt overwhelmed (not good feeling). Yet, when I had the same amount of money but was educated, I felt empowered (very good feeling). These feelings had little to do with a dollar amount and everything to do with my internal state of awareness. I realized people often get stuck making financial decisions from a negative state which are unhealthy and inconsistent. The results are less than desired and perpetuate the cycle even further.
This is why on top of my financial education, I’m also a certified Master Practitioner in Neuro-Linguistic Programming. This allows me to provide my clients with that feeling of empowerment about their future financial freedom with the education and application of science-based principles and methods. The results are decisions that are sustainable, healthy, consistent, and beneficial.
Because I am passionate about providing insight and education, I frequently speak at group events, to companies, and for conventions. I’ve been told my energy and sense of humor provides for an engaging presentation which is both informative, as well as, interactive. My goal is to show how money and finances can be a fun, rewarding, and enjoyable experience no matter if you have thousands of dollars or multiple millions of dollars.
We all face challenges, but looking back, would you describe it as a relatively smooth road?
Being a female in one, let alone two, male-dominated industries is challenging to say the very least. My favorite trait of mine is how smart I am and how much knowledge I get to share with the world. Fortunately, I’ve fully embraced this trait because, for many years, it was easily looked over, underestimated, judged, gaslit, or taken for granted. Many times, I’ve felt not heard, disrespected, undervalued, or not even acknowledged as a human presence in the room standing across from someone. It felt like I was being told to go stand in the corner, but you know what? Nobody puts baby in the corner *wink wink* When I have a goal, I’m very determined, and this struggle allowed me the opportunity to truly forge my own path. To create my own systems, processes, mindset, and actions that were not the industry standard because I am not standard. I have learned not to make myself small for others but to instead shine fiercely in my power and allow others to shine in their own light around me. In doing so, I’ve surrounded myself with many incredible souls, and I wouldn’t have it any other way.
Thanks – so what else should our readers know about Erin E. Cary, Holistic Financial Advisor?
My home and office are located in San Diego, but I practice nationwide. I’m aligned with North Star Resource Group, one of the largest and oldest privately held independent financial advising firms with over $11.3 Billion of client assets entrusted to them as of January 27th, 2022 and origins tracing back to 1908. I am a financial advisor and manage a fee-based practice which allows me to provide unbiased advice and insight without pressure to sell you an insurance product or investment fund. We start the process together by exploring your deeply held values around money and your vision of the future.
If it makes sense to proceed with a fee-based relationship, we’ll get the paperwork signed, and I’ll start organizing your entire financial house. I then provide education on topics relevant to your specific situation and an individualized multi-phase plan of action detailing recommendations and steps to take that give you the highest probability of reaching your goals.
Our team takes pride in holding you accountable to acting towards the goals you’ve created for yourself with both clarity and confidence.
My clients are primarily small business owners, sales/tech professionals, as well as high net worth individuals across different professions and disciplines. If you care about bettering the world, you value simplicity, and you value your time if you are driven and act on your goals: you would benefit from having a team on your side keeping your finances aligned as you continue to grow and do what you love.
We offer a complimentary introductory meeting to potential new clients at no cost, no obligation. If interested, please reach out to my practice coordinator Erika.Fahrmann@NorthStarFinancial.com. Our team will review your family’s unique situation and discuss the next steps in aligning with your financial freedom.
Before we go, is there anything else you can share with us?
If you are unhappy with your current advisor or maybe you inherited them from your parents and have never explored other options, it certainly does not hurt to have a conversation. In addition, anyone who is looking for an advisor, I would encourage you to understand how they are paid, if they are independent, and if they can act as a fiduciary. This will tell you a lot about their motivation and what type of advice they will ultimately be providing you with.
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.
Erin Cary is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. North Star Resource Group is independently owned and operated. 9370 Sky Park Court, Suite 150, San Diego, CA 92123. 5062025/DOFU 11-2022
Contact Info:
- Website: https://www.northstarfinancial.com/advisors/erin-cary/
- Instagram: @erincaryy
- Facebook: https://www.facebook.com/ErinECaryNSRG
