Nycole Freer, Cfp®, Bfa™
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Nycole Freer, Cfp®, Bfa™ Email & Phone Number

🔹 Financial Planner Helping Young Families & Business Owners Achieve Financial Freedom, Author of "Haisley's Birthday Money" and Founder of Eden Financial 🔹 at Eden Financial
Location: Aliso Viejo, California, United States 5 work roles 2 schools
1 work email found @arbonne.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Work email n****@arbonne.com
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Current company
Role
🔹 Financial Planner Helping Young Families & Business Owners Achieve Financial Freedom, Author of "Haisley's Birthday Money" and Founder of Eden Financial 🔹
Location
Aliso Viejo, California, United States

Who is Nycole Freer, Cfp®, Bfa™? Overview

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Quick answer

Nycole Freer, Cfp®, Bfa™ is listed as 🔹 Financial Planner Helping Young Families & Business Owners Achieve Financial Freedom, Author of "Haisley's Birthday Money" and Founder of Eden Financial 🔹 at Eden Financial, based in Aliso Viejo, California, United States. AeroLeads shows a work email signal at arbonne.com and a matched LinkedIn profile for Nycole Freer, Cfp®, Bfa™.

Nycole Freer, Cfp®, Bfa™ previously worked as Founder at Eden Financial and Private Client Investment Associate at Jpmorgan Chase Bank, N.A.. Nycole Freer, Cfp®, Bfa™ holds Bachelor Of Business Administration (B.B.A.), Finance, General from California State University, Fullerton.

Company email context

Email format at Eden Financial

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*@arbonne.com
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Profile bio

About Nycole Freer, Cfp®, Bfa™

Passionate about helping others, Nycole has earned a reputation as an entrepreneur who leads with warmth, compassion, and a relentless dedication to helping others succeed.“When I was almost 20, I went to into a well-known bank branch and spoke to an advisor. I shared that I had $500 to invest. He told me to come back when I had more money. I never went back – instead I became the advisor I was looking for,” says Nycole.Serving young entrepreneurs, families, women and children for over a decade as a trusted advisor, Nycole is the visionary behind Eden Financial. Founding her company in 2023, Nycole doubled down on her commitment to educating others on how to build a thriving financial life. With the belief that personal finance is “more personal than finance,” Nycole has helped others bring their financial goals to life by first understanding them as people. Investing quality time into building a relationship with each person she serves is of the utmost importance to Nycole. “I want to be able to help people like my younger self, who had the right financial intentions but who needed guidance on everything from A-Z when it comes to financial planning and investing.”Sought out for her valued counsel and tailor-made approach, Nycole works with her clientele as their financial “partner,” seeking to educate them every step of the way so they can become more confident along their wealth building journey. With a diverse and comprehensive background, Nycole has built Eden Financial as a one-stop shop powerhouse for those who value quality in both service and results. Nycole and her firm offer financial planning support in the following areas: college planning, investment planning, retirement planning, life planning, tax planning, debt planning, insurance planning, income planning, social security planning, savings planning, charitable planning, succession planning, estate planning, and legacy planning. She also helps her clientele understand the psychology of financial planning, cash flow management, financing strategies & debt management techniques, as well as how to understand financial statements. As an inspired leader who knows that true success comes from helping others, Nycole is highly involved in a variety of personal and professional organizations. She believes in following your dreams and never settling for less than your potential. As a mom, wife, health and wellness advocate, and forever student of life, Nycole continues to challenge herself to rise to her potential, and encourages others to never settle for less than what their goals are.

Current workplace

Nycole Freer, Cfp®, Bfa™'s current company

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Eden Financial
Eden Financial
🔹 Financial Planner Helping Young Families & Business Owners Achieve Financial Freedom, Author of "Haisley's Birthday Money" and Founder of Eden Financial 🔹
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5 roles

Nycole Freer, Cfp®, Bfa™ work experience

A career timeline built from the work history available for this profile.

Founder

Current

Orange County, California, United States

Jan 2023 - Present

Private Client Investment Associate

Jpmorgan Chase Bank, N.A.
Mar 2016 - Jan 2023

Financial Advisor Associate

Meet client account administration needs such as trading, portfolio reporting, and working with clients and their custodians to open accounts, deposit and transfer funds.Strategically design comprehensive financial plans based on the client's financial goals and objectives which includes, but not limited to, risk management, retirement and investment planning. Thoughtfully create investment plans by reviewing the client's current investments, risk tolerance, time horizon… Show more Meet client account administration needs such as trading, portfolio reporting, and working with clients and their custodians to open accounts, deposit and transfer funds.Strategically design comprehensive financial plans based on the client's financial goals and objectives which includes, but not limited to, risk management, retirement and investment planning. Thoughtfully create investment plans by reviewing the client's current investments, risk tolerance, time horizon, financial goals and objectives to design a custom portfolio to meet the client's investment needs. Show less

Jul 2013 - Feb 2016

Office Assistant

Provide exceptional administrative support to colleagues and senior management while consistently meeting deadlines.Creatively organize events for employees and clients.Maintaining professionalism by promptly responding to inquires via email and telephone.

Jun 2012 - Jul 2013

Financial Planning Intern

Strategically designed financial plans for clients using Waddell and Reed's programs and software.Effectively arrange client meetings and financial seminars for staff members.

Feb 2012 - May 2012
2 education records

Nycole Freer, Cfp®, Bfa™ education

Associate Of Science (A.S.), Business Administration And Management, General

Activities and Societies: Transfer Achievement Program

FAQ

Frequently asked questions about Nycole Freer, Cfp®, Bfa™

Quick answers generated from the profile data available on this page.

What company does Nycole Freer, Cfp®, Bfa™ work for?

Nycole Freer, Cfp®, Bfa™ works for Eden Financial.

What is Nycole Freer, Cfp®, Bfa™'s role at Eden Financial?

Nycole Freer, Cfp®, Bfa™ is listed as 🔹 Financial Planner Helping Young Families & Business Owners Achieve Financial Freedom, Author of "Haisley's Birthday Money" and Founder of Eden Financial 🔹 at Eden Financial.

What is Nycole Freer, Cfp®, Bfa™'s email address?

AeroLeads has found 1 work email signal at @arbonne.com for Nycole Freer, Cfp®, Bfa™ at Eden Financial.

Where is Nycole Freer, Cfp®, Bfa™ based?

Nycole Freer, Cfp®, Bfa™ is based in Aliso Viejo, California, United States while working with Eden Financial.

What companies has Nycole Freer, Cfp®, Bfa™ worked for?

Nycole Freer, Cfp®, Bfa™ has worked for Eden Financial, Jpmorgan Chase Bank, N.A., Waddell & Reed, Bogart Construction, and Waddell And Reed.

How can I contact Nycole Freer, Cfp®, Bfa™?

You can use AeroLeads to view verified contact signals for Nycole Freer, Cfp®, Bfa™ at Eden Financial, including work email, phone, and LinkedIn data when available.

What schools did Nycole Freer, Cfp®, Bfa™ attend?

Nycole Freer, Cfp®, Bfa™ holds Bachelor Of Business Administration (B.B.A.), Finance, General from California State University, Fullerton.

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