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Nycole Freer, CFP®, BFA™

Helping Young Families & Business Owners Achieve Financial Freedom

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Eden Financial Nycole Freer, CFP®, BFA™
Aliso Viejo, CA

Serving Clients Nationwide

Helping Young Families & Business Owners Achieve Financial Freedom

(949) 800-7835

Website

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Nycole Freer, a Certified Financial Planner™. Together, we will get your finances organized, plan for college, and pick your investments. Everyone has blind spots in their personal finances. I assess financial behavior to better understand what your specific needs are. "Personal finance is less finance, and more personal."

MY HISTORY AND EXPERIENCE

I graduated Cal state Fullerton with my degree in Personal Finance in 2012 and have been in financial services since then, going on 11 years now. I got licensed at Waddell & Reed, and that is where I started my career.

In 2018 I earned my CERTIFIED FINANCIAL PLANNER™ designation, the CFP®, and in 2022 I earned my Behavioral Financial Advisor (BFA™) designation. I have worked with top financial advisors in the industry for the past 10 years and now ready to fly on my own. Well not 100% on my own.

I am heavily involved with the financial advisor community and staying up to date on relevant topics and are able to bounce ideas off each other. I am a part of the XY Planning Network (XYPN), the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).

As a mom, wife, health and wellness advocate, and forever student of life, I continue to challenge myself to rise to my potential and encourage others to never settle for less than what their goals are.

Professional Designations

  • Behavioral Financial Advisor (BFA)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

26895 Aliso Creek RD # B-237, Aliso Viejo, CA

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Together, we will get your finances organized, plan for college, and pick your investments. Everyone has blind spots in their personal finances. I assess financial behavior to better understand what your specific needs are. "Personal finance is less finance, and more personal."

Passionate about helping others, Nycole Freer 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 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.

Education

California State University, Fullerton | Bachelor of Business Administration (B.B.A.), Finance, General

Hobbies and Interests

  • Church
  • Family
  • Writing

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Who We Serve

  • Business Owners
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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