Nycole Freer, Cfp®, Bfa™

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

🔹 Financial Planner Helping Young Families & Business Owners Achieve Financial Freedom, Author of "Haisley's Birthday Money" and Founder of Eden Financial 🔹 @ Eden Financial
Nycole Freer, Cfp®, Bfa™'s Location
Aliso Viejo, California, United States, United States
Nycole Freer, Cfp®, Bfa™'s Contact Details

Nycole Freer, Cfp®, Bfa™ work email

Nycole Freer, Cfp®, Bfa™ personal email

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.

Nycole Freer, Cfp®, Bfa™'s Current Company Details
Eden Financial

Eden Financial

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🔹 Financial Planner Helping Young Families & Business Owners Achieve Financial Freedom, Author of "Haisley's Birthday Money" and Founder of Eden Financial 🔹
Nycole Freer, Cfp®, Bfa™ Work Experience Details
  • Eden Financial
    Founder
    Eden Financial Jan 2023 - Present
    Orange County, California, United States
  • Jpmorgan Chase Bank, N.A.
    Private Client Investment Associate
    Jpmorgan Chase Bank, N.A. Mar 2016 - Jan 2023
  • Waddell & Reed
    Financial Advisor Associate
    Waddell & Reed Jul 2013 - Feb 2016
    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
  • Bogart Construction
    Office Assistant
    Bogart Construction Jun 2012 - Jul 2013
    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.
  • Waddell And Reed
    Financial Planning Intern
    Waddell And Reed Feb 2012 - May 2012
    Strategically designed financial plans for clients using Waddell and Reed's programs and software.Effectively arrange client meetings and financial seminars for staff members.

Nycole Freer, Cfp®, Bfa™ Education Details

Frequently Asked Questions about Nycole Freer, Cfp®, Bfa™

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 the current company?

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

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

Nycole Freer, Cfp®, Bfa™'s email address is ny****@****nne.com

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

Nycole Freer, Cfp®, Bfa™ attended California State University, Fullerton, Fullerton College.

What are some of Nycole Freer, Cfp®, Bfa™'s interests?

Nycole Freer, Cfp®, Bfa™ has interest in Economic Empowerment.

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