Cary Cates
University of North Texas
Finance, Insurance, Real Estate and Law
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Education

MBA, University of North Texas, 2016.
Major: Strategic Management
BBA, University of North Texas, 2010.
Major: Financial Services

Professional Positions

Academic - Post-Secondary
Independent Financial Advisor and Tax Preparer, SagePoint Financial, Inc.. (March 2010 – May 2013).
Professional
Owner, Cates Tax Advisory. (June 2016 – Present).
Financial Planning Specialist, Grunden Financial Advisory, Inc.. (May 2013 – May 2016).

Licensures and Certifications

Enrolled Agent, Internal Revenue Service. (2016 – Present).

Certified Financial Planner (CFP). (2013 – Present).

FINRA Series 66 Exam. (2010 – Present).

FINRA Series 7 Exam. (2010 – Present).

Texas Life & Health General Lines Insurance Examination. (2010 – Present).

Awards and Honors

Graduated summa cum laude with 3.9 grade point average, University of North Texas. (2010).

Outstanding Student in Financial Series for Academic Achievement, University of North Texas. (2010).

Teaching

Teaching Experience

University of North Texas
FINA 2770, Personal Finance, 1 course.
FINA 4650, Special Topics in Finance, 1 course.
RMIN 4200, Life Insurance, 2 courses.
RMIN 4400, Employee Benefit Programs, 4 courses.
RMIN 4600, Risk Management, 2 courses.

Service

Public Service

Other, Met with Students in the College of Business who were interested in careers in financial services and sitting for the CFP exam. (April 2013 – June 2013).

Other, Represented degree program in Financial Services at Careers Fair in the College of Business. (April 2013 – June 2013).

Other, Met with Students in the College of Business who were interested in careers in financial services and sitting for the CFP exam. (April 2012 – June 2012).